Independent Financial Advisor

🕒 July 27

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Logo of Co-operators

Co-operators

5001 - 10000 employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Co-operators is a Canadian co-operative financial services company founded in 1945 in Regina, Saskatchewan. It provides a broad range of insurance products (personal lines such as home, auto, recreational vehicle, life and travel; business and farm insurance; group home & auto) as well as group benefits, group retirement and savings, mutual funds and investment services. The organization operates through advisor services and online platforms (claims, policy management and mutual fund dashboards), serves both individual and organizational clients across Canada with more than 600 locations, and emphasizes community impact, sustainability and co-operative values.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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