Independent Financial Advisor: Build Your Own Practice

Co-operators Assurance et services financiers; Chestermere; Remote; CAD 45,000 - 105,000; Full time

Benefits offered by this job

Remote-friendly work model

Comprehensive onboarding

Mentorship program

Enterprise tools & marketing resources

Job summary

Co-operators Assurance et services financiers is seeking motivated individuals to build an independent financial services business. You will run your own advisory practice, distributing Co-operators products, and grow a community-based client portfolio through referrals and networking.

You’ll provide tailored insurance and wealth solutions, leveraging your network and entrepreneurial drive to achieve financial security for Canadians and families with support from a trusted national brand.

Qualifications

• Requires Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC) or willingness to obtain them.
• Experience in financial services, insurance, banking, or other advisory sales is ideal.
• You run your own advisory business as an independent contractor under the Co-operators brand.

Responsibilities

• Develop and manage a profitable client portfolio through prospecting, networking, and referrals.
• Deliver tailored insurance and wealth solutions aligned with client goals.
• Act as a trusted independent representative of Co-operators in your community.

Skills

Life license

Mutual funds

Financial services

Business owner

Job description

Co-operators Assurance et services financiers is seeking motivated individuals to build an independent financial services business. You will run your own advisory practice, distributing Co-operators products, and grow a community-based client portfolio through referrals and networking.

You’ll provide tailored insurance and wealth solutions, leveraging your network and entrepreneurial drive to achieve financial security for Canadians and families with support from a trusted national brand.