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Financial Services Independent Advisor
Co-operators. Build an independent financial services advisory business under the Co-operators brand .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and managing a financial services advisory business, with a strong focus on client relationship management, sales development, and delivering tailored financial solutions. Holds necessary licenses and maintains compliance with ongoing education and regulatory requirements.
Highest-signal resume keywords
Life Insurance LicenseMutual Funds LicenseFinancial Services ExperienceBusiness DevelopmentClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wealth ManagementB2B SalesAccount ManagementSales Pipeline ManagementProspectingNetworkingInsurance SolutionsFinancial Advisory
Soft Skills
Clear CommunicationStrong OrganizationResilienceSelf-MotivationAccountability
Certifications & Qualifications
LLQP LicenseIFC CertificationCIFC Certification
Industry Keywords
Financial ServicesInsuranceBankingAdvice-Based SalesCommunity Engagement
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or be willing to obtain them
- Meet ongoing licensing and continuing education requirements
- Experience in financial services, insurance, banking, or other advice-based sales environments
- Experience running your own business
- Background in wealth management, B2B sales, account management, or business development
- Experience in client-facing advisory or relationship-management roles
- Demonstrated ability to build trusted relationships and convert them into sustainable business growth
- Strong sales and business-development mindset
- Comfort prospecting, networking, and creating opportunity
- Clear, confident communication, strong organization, and disciplined follow-through
- Client-first, advice-based approach
- Resilience, accountability, and self-motivation
- Required to complete comprehensive background, credit, and eligibility checks
Benefits
Comp & perks- Opportunities to grow compensation through business development, client retention, and new business success
- Flexible, remote-friendly work model with autonomy over schedule
- Comprehensive onboarding, training, mentorship, and ongoing development
- Enterprise-level tools, marketing resources, product specialists, and dedicated support teams
- Backing of a trusted Canadian brand with strong community presence and values-driven, client-first culture
- Opportunity to build and grow an independent financial services portfolio with ownership over results