Deliver personalized insurance and wealth advice as an independent Co-operators advisor, combining client trust, financial expertise, and consultative selling. Remote-friendly work is available.
This independent contractor opportunity suits professionals with financial services, banking, insurance, or advice-based sales experience. You will help clients and families pursue financial security while developing a sustainable portfolio under the Co-operators brand. Success depends on prospecting, referrals, community engagement, and consistent advice-based relationships. You will continue developing expertise in market trends, insurance, and wealth solutions while managing your own practice, priorities, and sales pipeline. Licenses may include Life Insurance or Mutual Funds credentials, with ongoing education required.
Key Responsibilities: Provide advice-based insurance and wealth solutions
Understand client goals and tailor recommendations accordingly




Develop long-term relationships that build trust and loyalty
Create opportunities through networking, referrals, and community engagement
Strengthen Co-operators presence as a professional representative
Requirements: Financial services, insurance, banking, or advisory sales experience
Life Insurance or Mutual Funds license, or willingness to obtain
Background in wealth management, account management, or business development
Confident communication and robust organizational discipline
Client-first approach focused on financial security and goals
Use consultative selling, licensing knowledge, and relationship management to deliver Co-operators financial solutions and build lasting client confidence.

#J-18808-Ljbffr

📌 Independent Insurance Wealth Advisor (Alberta)
🏢 Co-operators
📍 Alberta