Financial Advisor Business Owner Canada (Ottawa)

Financial Advisor Business Owner Canada (Ottawa)

02 Nov
|
Co-operators
|
Ottawa

02 Nov

Co-operators

Ottawa

Build an independent financial advisory business across Canada using relationship building, prospecting, and tailored insurance and wealth solutions. Work remotely with schedule autonomy.

As a Financial Services Independent Advisor with Co-operators, you will run your own practice as an independent contractor under its trusted brand. Build community relationships, grow a client portfolio, and help families pursue financial security. The work combines advice-based sales, networking, business development, and ongoing expertise in insurance and wealth solutions. Co-operators products are distributed exclusively under the independent contractor agreement.

Key Responsibilities:

- Build trusted relationships with community clients and understand their goals
- Grow a sustainable portfolio through prospecting, networking, and referrals




- Deliver tailored insurance and wealth solutions
- Represent Co-operators professionally in served communities
- Manage your independent advisory practice and business activity

Requirements:

- Hold or obtain Life Insurance and/or Mutual Funds licenses
- Meet ongoing licensing and continuing education requirements
- Experience in financial services, insurance, banking, or advice-based sales
- Solid communication, organization, and disciplined follow-through
- Resilience, accountability, self-motivation, and entrepreneurial drive

Grow a Co-operators advisory practice through trusted relationships, disciplined business development, and client-first financial guidance across Canada.

📌 Financial Advisor Business Owner Canada (Ottawa)
🏢 Co-operators
📍 Ottawa

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