Financial Services Independent Advisor

Co-operators

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

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services and insurance, with a strong focus on building long-term client relationships and delivering tailored wealth solutions. Proven ability to manage a sustainable book of business while maintaining a client-first approach and meeting licensing requirements.

Highest-signal resume keywords

Life Insurance LicenseMutual Funds LicenseFinancial Services ExperienceBusiness DevelopmentClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementSales Pipeline ManagementProspectingNetworkingInsurance Solutions

Soft Skills

Clear CommunicationStrong OrganizationSelf-MotivationResilienceAccountability

Certifications & Qualifications

LLQP LicenseIFC CertificationCIFC Certification

Industry Keywords

Financial SecurityAdvice-Based EngagementClient Portfolio GrowthCommunity EngagementB2B Sales

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 help clients and families achieve financial security
Grow a client portfolio through prospecting, networking, referrals, and community engagement
Provide tailored insurance and wealth solutions aligned with client goals
Establish trusted relationships through consistent, advice-based engagement
Act as a visible and professional independent representative of Co-operators
Develop a profitable, sustainable book of business
Continuously develop expertise in insurance, wealth solutions, and market trends
Manage time, priorities, and sales pipeline independently
Distribute Co-operators products exclusively under the independent contractor agreement

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
Ability to build trusted relationships and convert them into sustainable business growth
Strong sales and business-development mindset, including prospecting and networking
Clear, confident communication and strong organization
Disciplined follow-through, resilience, accountability, and self-motivation
Client-first, advice-based approach
Ability to complete comprehensive background, credit, and eligibility checks to Co-operators’ satisfaction

Benefits

Comp & perks

Opportunity to build and grow your own financial services portfolio with ownership over your results
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
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
Accommodations available throughout the recruitment process upon request