Independent Financial 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

👥 B2C

Insurance • Finance • B2C

Co-operators est une entreprise canadienne de services financiers coopératifs offrant une large gamme de produits d'assurance (habitation, auto, vie, voyage, ferme, entreprise et avantages collectifs) et des solutions d'investissement. Fondée en 1945 et opérant à travers le Canada avec des centaines de représentants locaux, elle offre des conseils financiers personnalisés, un soutien aux sinistres et des services de compte en ligne, tout en mettant l'accent sur la communauté, la durabilité et les valeurs coopératives.

Description

• Build and grow an independent financial services advisory business under the Co-operators brand • Build long-term relationships with community members and help them achieve financial security • Grow a client portfolio through prospecting, networking, referrals, and community engagement • Deliver tailored insurance and wealth solutions aligned with client goals • Establish a trusted professional presence in the community • Operate independently while upholding Co-operators' values, brand standards, and client-first approach • Distribute Co-operators products exclusively under the independent contractor agreement • Manage business activity, client relationships, portfolio development, sales pipeline, time, and priorities

🎯 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 • Comfort prospecting, networking, and creating opportunity • Clear, confident communication • Strong organization and disciplined follow-through • Client-first, advice-based approach • Resilience, accountability, and self-motivation • Required to complete a comprehensive background check • Required to complete background, credit, and eligibility checks to Co-operators’ satisfaction

🏖️ 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