Launch Your Independent Financial Advisory Practice

Co-operators

Abbotsford

On-site

CAD 50,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Remote-friendly work model
Onboarding & mentorship
Enterprise tools & support
Brand backing and community presence

Job summary

Co-operators is expanding its financial services presence across Canada and seeking driven professionals to build an independent advisory business. You will run your own practice as an independent contractor distributing Co-operators products under the Co-operators brand, leveraging your network and community ties to grow a client portfolio.

You will work in a client-facing, advisory-focused role with licensing requirements and ongoing education.

Qualifications

  • Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or are willing to obtain them.
  • Experience in financial services, insurance, banking, or other advice-based sales environments.
  • Experience running your own business is preferred.
  • Background in wealth management, B2B sales, account management, or business development.
  • Experience in client-facing advisory or relationship-management roles where trust matters.
  • Entrepreneurial mindset with autonomy and long-term growth focus.

Responsibilities

  • Build long-term relationships with community members and grow a client portfolio.
  • Provide tailored insurance and wealth solutions aligned to client goals.
  • Prospect, network, and engage with communities to generate opportunities.
  • Act as independent representative of Co-operators, upholding brand and client-first values.

Skills

Relationship-building
Sales mindset
Communication
Organization
Self-motivation

Education

Life Insurance License (LLQP)
Mutual Funds License (IFC/CIFC)

Job description

Co-operators is expanding its financial services presence across Canada and seeking driven professionals to build an independent advisory business. You will run your own practice as an independent contractor distributing Co-operators products under the Co-operators brand, leveraging your network and community ties to grow a client portfolio.

You will work in a client-facing, advisory-focused role with licensing requirements and ongoing education.

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