Financial Services Independent Advisor

Co-operators

. Build and operate an independent financial services advisory business under the Co-operators brand .

Posted 11/6/2026full-timeRemote • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and managing a financial services advisory business, with a strong focus on client relationship management and delivering tailored financial solutions. Possesses a valid Life Insurance License and/or Mutual Funds License, along with a proven track record in business development and sales within the financial services sector.

Highest-signal resume keywords

Valid Life Insurance LicenseMutual Funds LicenseExperience in Financial ServicesClient-Facing Advisory ExperienceStrong Sales and Business Development Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementB2B SalesAccount ManagementBusiness DevelopmentProspectingNetworkingSales Pipeline ManagementAdvice-Based Client ServiceFinancial Security SolutionsCommunity Engagement

Soft Skills

Clear CommunicationStrong OrganizationResilienceAccountabilitySelf-Motivation

Certifications & Qualifications

LLQP LicenseIFC CertificationCIFC Certification

Industry Keywords

Financial ServicesInsuranceBankingClient Relationship ManagementCommunity Presence

About the role

Key responsibilities & impact

Build and operate 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
Grow a client portfolio through prospecting, networking, referrals, and community engagement
Deliver tailored insurance and wealth solutions aligned with clients' goals
Establish a trusted professional presence in the community
Build a profitable, sustainable portfolio through consistent business activity
Provide advice-based client service focused on long-term financial outcomes
Represent Co-operators professionally and strengthen its community presence
Distribute Co-operators products exclusively under the independent contractor agreement
Manage time, priorities, goals, and sales pipeline independently

Requirements

What you’ll need

Valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or willingness to obtain them
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
Ability to build trusted relationships and convert them into sustainable business growth
Strong sales and business-development mindset
Comfort with prospecting, networking, and creating opportunity
Clear, confident communication, strong organization, and disciplined follow-through
Client-first, advice-based approach
Resilience, accountability, and self-motivation
Ability to operate independently while upholding Co-operators' values, brand standards, and client-first approach
Comprehensive background, credit, and eligibility checks required

Benefits

Comp & perks

Opportunities to grow compensation through business development, client retention, and new business success
Flexible, remote-friendly work model with autonomy over your schedule
Comprehensive onboarding, training, mentorship, and ongoing development
Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams
Backing of a trusted Canadian brand with a strong community presence and values-driven, client-first culture
Ownership over results and opportunity to build and grow an independent financial services portfolio