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
Robust 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.