Build a remote-friendly financial services business with Co-operators through relationship building, prospecting, and tailored insurance and wealth solutions. Operate independently while serving communities across Canada.
As a Financial Services Independent Advisor, you will build long-term client relationships and grow a sustainable portfolio. Your work combines consultative advice, networking, referrals, and community engagement. You will distribute Co-operators products exclusively while developing your own advisory practice under the brand.
Key Responsibilities:
- Build trusted relationships and understand clients' financial goals
- Grow portfolios through prospecting, networking, referrals, and community engagement
- Deliver personalized insurance and wealth solutions
- Represent Co-operators professionally within local communities
- Develop long-term client confidence, loyalty, and financial security
Requirements:
- Life Insurance or Mutual Funds License, or willingness to obtain
- Financial services, insurance, banking, or advice-based sales experience
- Business ownership, account management, or business development experience
- Clear communication, organization, and disciplined follow-through
- Ability to complete background checks and ongoing education
Bring entrepreneurial drive, trusted relationship building, and advice-based selling to grow a Co-operators financial services practice.
Independent Financial Advisor Canada in Ottawa employer: Co-operators
Co-operators is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals in the construction industry. With a strong focus on employee growth and development, you will have access to mentorship opportunities and resources to enhance your skills while working on impactful projects across Canada. The company's commitment to community engagement and sustainability further enriches the work experience, ensuring that your contributions make a meaningful difference.
