Financial Services Independent Advisor

Co-operators

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

Posted 10/19/2026full-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 client relationships and delivering tailored wealth solutions. Proven ability to operate independently while driving business growth through networking and a client-first approach.

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 OrganizationResilienceAccountabilitySelf-Motivation

Certifications & Qualifications

LLQP LicenseIFC CertificationCIFC Certification

Industry Keywords

Financial SecurityAdvice-Based SalesClient Portfolio DevelopmentCommunity EngagementEntrepreneurial Drive

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
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

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, 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
Ability to complete comprehensive background, credit, and eligibility checks

Benefits

Comp & perks

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
Opportunities to grow compensation through business development, client retention, and new business success
Opportunity to build and grow your own financial services portfolio with ownership over results
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