Independent Financial Advisor

Co-operators

Financial Services Independent Advisor building a client portfolio to provide financial security. Establishing strong community relationships for personalized financial insurance and wealth solutions.

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building trusted client relationships and delivering tailored financial solutions, with a strong focus on sales, business development, and client-first advisory services. Holds relevant licenses and possesses a background in wealth management and financial services.

Highest-signal resume keywords

Life Insurance LicenseMutual Funds LicenseWealth ManagementBusiness DevelopmentClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceAdvice-Based SalesB2B SalesAccount ManagementProspectingNetworkingSales MindsetBusiness Ownership

Soft Skills

Clear CommunicationStrong OrganizationResilienceAccountabilitySelf-Motivation

Certifications & Qualifications

LLQP LicenseIFC CertificationCIFC Certification

Industry Keywords

Client PortfolioCommunity EngagementFinancial SecurityTrust and CredibilitySustainable Business Growth

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
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
A demonstrated ability to build trusted relationships and convert them into sustainable business growth
A strong sales and business-development mindset, with comfort prospecting, networking, and creating opportunity
Clear, confident communication, strong organization, and disciplined follow-through
A client-first, advice-based approach grounded in helping clients and families build financial security and achieve their goals
Resilience, accountability, and self-motivation, with the drive to take ownership of your results

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