Independent Financial Advisor

🕒 il y a 1 mois

🇨🇦 Canada – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 22%

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🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Co-operators

Co-operators

5001 - 10000 employés

🛡️ Assurance

💸 Finance

Insurance • Finance

Co-operators est une société canadienne de services financiers coopératifs fondée en 1945 à Regina, Saskatchewan. Elle propose une large gamme de produits d'assurance (lignes personnelles telles que l'habitation, l'auto, le véhicule récréatif, la vie et les voyages ; assurance pour les entreprises et les exploitations agricoles ; assurance habitation et auto de groupe) ainsi que des avantages sociaux de groupe, des retraites et économies de groupe, des fonds communs de placement et des services d'investissement. L'organisation opère à travers des services de conseillers et des plateformes en ligne (demandes d'indemnisation, gestion de polices et tableaux de bord des fonds communs), et sert à la fois des clients individuels et organisationnels à travers le Canada avec plus de 600 emplacements. Elle met l'accent sur l'impact communautaire, la durabilité et les valeurs coopératives.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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

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