Financial Services Independent Advisor

Co-operators

Independent Advisor building a financial services portfolio in Canada by establishing relationships and delivering tailored financial solutions. Opportunity to operate as an independent financial services business under Co-operators brand.

Posted 7/1/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Insurance SolutionsWealth SolutionsBusiness DevelopmentAccount ManagementClient Relationship Management

Soft Skills

Trust BuildingClient EngagementNetworkingCommunicationAutonomy

Certifications

LLQPIFCCIFC