Co-operators

Financial Planning and Analysis

• Build an independent financial services advisory business under the Co-operators brand
• Build long-term relationships with community members and understand their financial goals
• Grow a client portfolio through prospecting, networking, referrals, and community engagement
• Provide tailored insurance and wealth solutions
• Establish a trusted professional presence in the community
• Manage a profitable, sustainable financial services portfolio and sales pipeline
• Represent Co-operators professionally and uphold its brand standards and client-first approach
• Distribute Co-operators products exclusively under the independent contractor agreement

Explore Financial Services Independent Advisor at Co-operators. Review requirements and application details.

Financial Services Independent Advisor

• Build an independent financial services advisory business under the Co-operators brand
• Build long-term relationships with community members and understand their financial goals
• Grow a client portfolio through prospecting, networking, referrals, and community engagement
• Deliver tailored insurance and wealth solutions
• Establish a trusted professional presence in the community
• Act as an independent representative of Co-operators
• Manage portfolio development, business activity, time, priorities, and sales pipeline
• Distribute Co-operators products exclusively under the independent contractor agreement
• Operate independently while upholding Co-operators' values, brand standards, and client-first approach

• Build an independent financial services advisory business under the Co-operators brand
• Build long-term relationships with community members and help clients and families achieve financial security
• Leverage networking, entrepreneurial drive, and a consultative approach to grow a client portfolio
• Provide tailored insurance and wealth solutions aligned with clients' goals
• Establish a trusted professional presence in the community
• Build and grow a profitable, sustainable client portfolio through prospecting, networking, referrals, and community engagement
• Deliver personalized, advice-based insurance and wealth solutions
• Represent Co-operators professionally and strengthen its reputation in served communities
• Own portfolio development, business activity, sales pipeline, and results
• Continuously develop expertise in insurance, wealth solutions, and market trends
• Distribute Co-operators products exclusively under the independent contractor agreement