Independent Financial Advisor

🕒 vor 1 Monat

🇨🇦 Kanada – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💸 Finanzplanung und Analyse (FP&A)

👻 Geisterscore 22%

infoinfo

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Co-operators

Co-operators

5001 - 10000 Mitarbeiter

🛡️ Versicherung

💸 Finanzen

Insurance • Finance

Co-operators ist ein kanadisches genossenschaftliches Finanzdienstleistungsunternehmen, das 1945 in Regina, Saskatchewan, gegründet wurde. Es bietet eine breite Palette von Versicherungsprodukten an (private Linien wie Haus, Auto, Freizeitfahrzeug, Leben und Reisen; Geschäfts- und Landwirtschaftsversicherungen; Gruppen-Haus- und Kfz-Versicherungen) sowie Gruppenleistungen, Gruppenrente und -ersparnisse, Investmentfonds und Investitionsdienstleistungen. Die Organisation operiert über Beratungsdienste und Online-Plattformen (Schadenmanagement, Policenverwaltung und Investmentfonds-Dashboards), bedient sowohl private als auch organisatorische Kunden in ganz Kanada mit mehr als 600 Standorten und legt Wert auf Gemeinschaftseinfluss, Nachhaltigkeit und genossenschaftliche Werte.

Beschreibung

• Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs • Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security • Act as a visible and professional independent representative of Co-operators, strengthening our reputation and presence in the communities we serve

🎯 Anforderungen

• Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or are willing to obtain them, and meet ongoing licensing and continuing education requirements • Have experience in financial services, insurance, banking, or other advice-based sales environments • Have experience running your own business • Have a background in wealth management, B2B sales, account management, or business development • Have worked in client-facing advisory or relationship-management roles where trust and credibility matter • Are a business owner, entrepreneur, or community-based sales professional who thrives on autonomy and long-term growth

🏖️ Vorteile

• The opportunity to build and grow your own financial services portfolio with ownership over your results • Opportunities to grow your compensation through business development, client retention, and new business success • A flexible, remote-friendly work model with autonomy over your schedule • Comprehensive onboarding, training, mentorship, and ongoing development to support your long-term success • Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams to help you grow and scale your business • The backing of a trusted Canadian brand with a strong community presence and a values-driven, client-first culture

Jetzt Bewerben

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