Financial Services Independent Advisor

Co-operators Assurance et services financiers; Richmond Hill; Hybrid; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work model

Comprehensive onboarding and training

Access to dedicated support teams

Job summary

Co-operators Assurance et services financiers is seeking a Financial Services Independent Advisor in Richmond Hill, Canada. This role involves building meaningful relationships within the community to offer tailored financial solutions and drive business growth.

The ideal candidate will be relationship-driven, with the autonomy to create and manage their own advisory practice under the trusted Co-operators brand. This opportunity promises flexibility and support to ensure your success in the financial services industry.

Qualifications

• Demonstrated ability to build trusted relationships.
• Strong business-development mindset with comfort in networking.
• Client-first approach grounded in financial security.

Responsibilities

• Build strong relationships with clients to provide tailored solutions.
• Grow a profitable client portfolio through proactive engagement.
• Deliver personalized financial advice and solutions.

Skills

Relationship-building

Sales mindset

Communication

Organization

Self-motivation

Job description

The Opportunity

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.

Co-operators is expanding its financial services presence across Canada, and we are looking for driven, relationship‑centric professionals who are eager to build an independent business and have meaningful impact. Whether you have years of experience in financial services or you’re just getting started, this opportunity offers the autonomy to build and grow your independent business, with the support of a trusted national brand.

As a Financial Services Independent Advisor, you will build long‑term relationships with members of your community, helping them and their families achieve financial security at every stage of life. You will 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 will 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 If

We’re looking for motivated, relationship‑driven individuals who are excited to provide financial security for Canadians and our communities.

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 Inclusion

Co‑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.