Independent Financial Advisor – Build Your Own Remote Practice

Co-operators Assurance et services financiers; Hamilton; Remote; CAD 60,000 - 110,000; Full time

Benefits offered by this job

Remote-friendly work model

Comprehensive onboarding & mentorship

Access to enterprise tools & product_s

Job summary

Co-operators is expanding its financial services presence across Canada and seeks driven professionals to build an independent advisory practice under the Co-operators brand. You will develop trusted client relationships, deliver tailored insurance and wealth solutions, and grow a sustainable book of business with autonomy and support from a national brand.

This is a client-facing, business-development focused opportunity to run your own advisory practice as an independent contractor, with

Qualifications

• Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or be willing to obtain them, and meet ongoing licensing requirements
• Have experience in financial services, insurance, banking, or other advice-based sales environments
• Have experience running your own business or being a business owner

Responsibilities

• Build and grow a profitable client portfolio through prospecting, networking, referrals, and community engagement
• Provide tailored insurance and wealth solutions aligned to clients' goals
• Deliver ongoing, advice-based guidance to help clients achieve long-term financial security
• Act as an independent representative of Co-operators, maintaining a professional, client-first approach

Skills

Relationship Building

Sales & Prospecting

Communication Skills

Time Management

Tools

CRM software

Job description

Co-operators is expanding its financial services presence across Canada and seeks driven professionals to build an independent advisory practice under the Co-operators brand. You will develop trusted client relationships, deliver tailored insurance and wealth solutions, and grow a sustainable book of business with autonomy and support from a national brand.

This is a client-facing, business-development focused opportunity to run your own advisory practice as an independent contractor, with