Independent Financial Advisor – Build Your Own Practice

Cadence Design Systems, Inc.; Royal (IL); A distancia; USD 49.000 - 78.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote-friendly

Onboarding & mentorship

Enterprise tools access

Support from national brand

Descripción de la vacante

Co-operators is seeking motivated, relationship-driven professionals to build an independent financial services advisory practice in Canada. You will run your own business as an independent contractor, delivering insurance and wealth solutions under the Co-operators brand while serving clients in your community.

This opportunity offers onboarding, mentorship, and ongoing development, plus a remote-friendly setup, flexible schedule, and access to comprehensive tools and support teams to help you

Formación

• Experience in financial services, insurance, or wealth advisory; willingness to obtain required licenses.
• Strong sales, relationship-building, and client-focused advisory skills.

Responsabilidades

• Build and grow a client portfolio as an independent advisor under the Co-operators brand.
• Provide tailored insurance and wealth solutions with a client-centric approach.
• Develop deep community relationships and establish yourself as a trusted financial professional.
• Manage your advisory practice with autonomy while meeting regulatory and licensing standards.

Descripción del empleo

Co-operators is seeking motivated, relationship-driven professionals to build an independent financial services advisory practice in Canada. You will run your own business as an independent contractor, delivering insurance and wealth solutions under the Co-operators brand while serving clients in your community.

This opportunity offers onboarding, mentorship, and ongoing development, plus a remote-friendly setup, flexible schedule, and access to comprehensive tools and support teams to help you