Financial Services Independent Advisor
New
C
Co-operatorsFinancial Services
CanadaContractMiddle
Salary not disclosed
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Job Details
- Required Skills
- Business DevelopmentNetworkingClient relationship management
Requirements
- Valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or willingness to obtain.
- Experience in financial services, insurance, banking, or other advice-based sales environments.
- Previous experience running your own business is considered an asset.
- Background in wealth management, B2B sales, account management, or business development.
- Proven ability to build trusted relationships and convert them into sustainable business growth.
- Strong sales and business-development mindset with comfort in prospecting and networking.
- Clear, confident communication and disciplined organization.
- Ability to operate independently while upholding brand standards and a client-first approach.
- Must be able to successfully complete a comprehensive background and credit check.
Responsibilities
- Establish yourself as a trusted financial advisor in your community by building strong relationships with clients.
- Deliver personalized, advice-based insurance and wealth solutions that drive client confidence and long-term financial security.
- Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, and community engagement.
- Act as a professional independent representative of Co-operators to strengthen the brand's reputation.
- Operate your independent advisory practice by managing your time, priorities, and sales pipeline effectively.
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