Build an independent financial services business with Co-operators, using relationship building and consultative advice in a remote-friendly model. Support Canadian families through tailored solutions.
As a Financial Services Independent Advisor, you will run your own advisory practice as an independent contractor under the Co-operators brand. Build long-term community relationships while growing a client portfolio through insurance and wealth solutions. The prospect suits professionals with financial services experience or those starting their advisory careers.
Key Responsibilities: Build trusted relationships and understand clients’ financial goals
Grow a sustainable portfolio through prospecting and referrals
Deliver tailored insurance and wealth solutions
Represent Co-operators professionally in local communities
Strengthen client confidence, loyalty, and financial security
Requirements: Valid Life Insurance or Mutual Funds License, or willingness to obtain
Experience in financial services, insurance, banking, or advice-based sales
Strong prospecting, networking, and business-development abilities
Clear communication, organization, and disciplined follow-through
Resilience, accountability, self-motivation, and client-first judgment
Grow your own Co-operators advisory practice through trusted relationships, financial guidance, portfolio development, and community engagement.