Financial Services Independent Advisor
RemoteVancouver, British Columbia, Canada or Burnaby, British Columbia, Canada
Job Summary
Independent Financial Services Advisor opportunity to build your own advisory practice in Canada as an independent contractor distributing Co-operators products. Build long-term client relationships, provide tailored insurance and wealth solutions, and grow a profitable portfolio through pro-active prospecting, networking, referrals, and community engagement. Role emphasizes autonomy, client-first advisory approach, and credibility as a visible representative of Co-operators, with remote-friendly and flexible scheduling. Requires licenses or willingness to obtain them, prior experience in financial services or related sales, and the ability to operate an independent business with onboarding and ongoing support.
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
- entrepreneurial orientation
- strong prospecting and networking
- client-first advisory approach
- ability to operate independently
- community engagement
- background checks experience
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