Financial Services Independent Advisor

🕒 il y a 28 jours

🇨🇦 Canada – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 12%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Co-operators

Site WebLinkedInTous les Emplois

5001 - 10000 employés

🛡️ Assurance

💸 Finance

Insurance • Finance

Co-operators est une organisation canadienne coopérative spécialisée dans les services d'assurance et financiers, fondée en 1945 à Regina, Saskatchewan. Elle propose une large gamme de produits d'assurance (personnelle/maison/auto/véhicule de loisirs/voyage/vie), d'assurance entreprise et agricole, d'avantages collectifs et de plans de retraite/épargne collectifs, ainsi que des fonds communs de placement et des services d'investissement, et un soutien en conseil et en réclamations à travers des agences à l'échelle nationale et des services en ligne. L'organisation met l'accent sur des valeurs coopératives axées sur la communauté, la durabilité (y compris des objectifs de neutralité carbone) et des ressources de soutien et de littératie financière.

Description

• Build and grow an independent financial services advisory business under the Co-operators brand • Build long-term relationships with community members and understand their financial goals • Grow a profitable, sustainable client portfolio through prospecting, networking, referrals, and community engagement • Deliver personalized insurance and wealth solutions aligned with clients' goals • Provide advice-based service that supports clients' and families' long-term financial security • Represent Co-operators professionally in the community and strengthen its reputation and presence • Manage the business, time, priorities, and sales pipeline independently • Distribute Co-operators products exclusively under the independent contractor agreement • Continuously develop expertise in insurance, wealth solutions, and market trends

🎯 Exigences

• Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or be willing to obtain them • Meet ongoing licensing and continuing education requirements • Experience in financial services, insurance, banking, or other advice-based sales environments • Experience running your own business • Background in wealth management, B2B sales, account management, or business development • Experience in client-facing advisory or relationship-management roles • Demonstrated ability to build trusted relationships and convert them into sustainable business growth • Strong sales and business-development mindset, with comfort prospecting, networking, and creating opportunity • Clear, confident communication, strong organization, and disciplined follow-through • Client-first, advice-based approach grounded in helping clients and families build financial security • Resilience, accountability, and self-motivation • Ability to operate independently while upholding Co-operators' values, brand standards, and client-first approach • Willingness to complete comprehensive background, credit, and eligibility checks

🏖️ Avantages

• Flexible, remote-friendly work model with autonomy over your schedule • Comprehensive onboarding, training, mentorship, and ongoing development • Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams • Opportunities to grow compensation through business development, client retention, and new business success • Ownership over your financial services portfolio and results • Backing of a trusted Canadian brand with a strong community presence and values-driven, client-first culture • Accommodations available throughout the recruitment process upon request