Financial Services Independent Advisor
RemoteToronto, Ontario, Canada or Mississauga, Ontario, Canada
Job Summary
Independent Financial Services Advisor opportunity with Co-operators in Canada. Build and run your own advisory practice as an independent contractor distributing Co-operators products; establish trusted client relationships, deliver tailored insurance and wealth solutions, and grow a sustainable book of business through proactive prospecting, networking, referrals, and community engagement. Demonstrate licensing or willingness to obtain Life Insurance LLQP and/or Mutual Funds licenses, plus experience in financial services, insurance, banking, or advisory sales. Remote-friendly with flexible scheduling and access to onboarding, training, and support; includes background checks as part of recruitment.
Required Qualifications
- A demonstrated ability to build trusted relationships and convert them into sustainable business growth
- A strong sales and business-development mindset, with comfort prospecting, networking, and creating opportunity
- Clear, confident communication, strong organization, and disciplined follow-through
- A client-first, advice-based approach grounded in helping clients and families build financial security and achieve their goals
- Resilience, accountability, and self-motivation, with the drive to take ownership of your results
- What You Need to Know
- This is a client-facing, business development-focused, independent advisory opportunity
- You will operate your own business as an independent contractor under the Co-operators brand
- Success is built over time through relationship building, portfolio development, and consistent business activity
- You will distribute Co-operators products exclusively, in accordance with the terms of your independent contractor agreement
- You will be required to complete a comprehensive background check
- What's In It for You?
- The opportunity to build and grow your own financial services portfolio with ownership over your results
- Opportunities to grow your compensation through business development, client retention, and new business success
- A flexible, remote-friendly work model with autonomy over your schedule
Desired Qualifications
- Life Insurance License (LLQP) or Mutual Funds License (IFC/CIFC) or willingness to obtain them
- 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
- Client-facing advisory or relationship-management roles
- Autonomy to operate as an independent contractor distributing Co-operators products
- Willingness to complete background checks
- Strong communication, organization, and disciplined follow-through
- Client-first, advice-based approach to helping clients build financial security
- Resilience, accountability, and self-motivation to grow a portfolio
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