Independent Financial Advisor — Build Your Own Practice (Remote)

Co-operators; Quebec; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Remote-friendly work model

Job summary

Co-operators is expanding its financial services presence across Canada and seeks driven professionals to build an independent advisory practice as a Financial Services Independent Advisor. You will run your own business, distribute Co-operators products, and grow a client portfolio through networking, referrals, and community engagement.

You will deliver personalized insurance and wealth solutions while maintaining the Co-operators brand and values.

Qualifications

• Hold a valid Insurance of person license in Quebec or are willing to obtain it, 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
• Proficiency in French and English, spoken and written
• Professional working proficiency in French and English languages are required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

Responsibilities

• Build long-term relationships with community members and grow a client portfolio
• Provide tailored insurance and wealth solutions aligned with client goals
• Prospect, network, and engage with the community to generate new business
• Act as a trusted independent advisor representing the Co-operators brand

Skills

Relationship building

Sales

Prospecting

Networking

Communication

Time management

Education

Insurance license in Quebec or willing to obtain

Job description

Co-operators is expanding its financial services presence across Canada and seeks driven professionals to build an independent advisory practice as a Financial Services Independent Advisor. You will run your own business, distribute Co-operators products, and grow a client portfolio through networking, referrals, and community engagement.

You will deliver personalized insurance and wealth solutions while maintaining the Co-operators brand and values.