Help Canadians pursue financial security as a Co-operators Independent Advisor, using trusted advice and client relationships. Work remotely while building a community-based practice.

You will provide tailored insurance and wealth solutions aligned with clients’ goals and family needs. The practice centers on consistent engagement, credible expertise, and long-term outcomes. Whether experienced or starting out, you can develop through onboarding, training, mentorship, product specialists, and ongoing support.

Key Responsibilities:

- Understand client goals and recommend tailored financial solutions
- Build lasting relationships focused on long-term financial outcomes
- Provide advice-based insurance and wealth guidance




- Develop expertise in market trends and financial products
- Grow loyalty through consistent client engagement

Requirements:

- Experience in financial services, insurance, banking, or advisory sales
- Wealth management or client-facing relationship experience
- Valid licensing or willingness to obtain required credentials
- Solid communication, organization, and follow-through
- Commitment to continuing education and background screening

Apply trusted advice, financial services knowledge, and relationship management to create lasting security for clients and families.

📌 Insurance and Wealth Advisor (Richmond Hill)
🏢 Co-operators
📍 Richmond Hill