Financial Services Independent Advisor

Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community.
As a Financial Services Independent Advisor, you'll build long-term relationships with members of your community, helping them and their families achieve financial security at every stage of life. You'll leverage your network, entrepreneurial drive, and consultative approach to grow a client portfolio, providing tailored insurance and wealth solutions aligned to each client's goals. Through consistent engagement and trusted advice, you'll establish yourself as a respected financial services professional in your community.
This is an independent, business-building opportunity. You will run your own advisory practice as an independent contractor, distributing Co-operators products under the Co-operators brand.
How You Will Create Impact
Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs
Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement
Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security
Act as a visible and professional independent representative of Co-operators, strengthening our reputation and presence in the communities we serve
How You Will Succeed
You take full ownership of building a profitable, sustainable financial services portfolio
You earn client trust through consistent, advice-based relationships focused on long-term financial outcomes
You grow a book of business through disciplined prospecting, networking, and active community engagement
You continuously develop your expertise in insurance, wealth solutions, and market trends to remain competitive and credible
You stay focused and resilient in the pursuit of your goals, overcoming barriers while effectively managing your time, priorities, and sales pipeline
You operate independently while upholding Co-operators' values, brand standards, and client-first approach
This Opportunity May Be Right for You IfWe're looking for motivated, relationship-driven individuals who are excited to provide financial security for Canadians and our communities.
You may be a strong fit if you:
Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.G., IFC, CIFC), or are willing to obtain them, and meet ongoing licensing and continuing education requirements
Have experience in financial services, insurance, banking, or other advice-based sales environments
Have experience running your own business
Have a background in wealth management, B2B sales, account management, or business development
Have worked in client-facing advisory or relationship-management roles where trust and credibility matter
Are a business owner, entrepreneur, or community-based sales professional who thrives on autonomy and long-term growth
What you bring:
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
Comprehensive onboarding, training, mentorship, and ongoing development to support your long-term success
Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams to help you grow and scale your business
The backing of a trusted Canadian brand with a strong community presence and a values-driven, client-first culture
Our Commitment to InclusionCo-operators is committed to building a diverse, inclusive, and accessible environment. We encourage individuals of all backgrounds and experiences to explore this opportunity. Accommodations are available throughout the recruitment process upon request.
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