Build an independent financial advisory business across Canada using relationship building, prospecting, and tailored insurance and wealth solutions. Work remotely with schedule autonomy.
As a Financial Services Independent Advisor with Co-operators, you will run your own practice as an independent contractor under its trusted brand. Build community relationships, grow a client portfolio, and help families pursue financial security. The work combines advice-based sales, networking, business development, and ongoing expertise in insurance and wealth solutions. Co-operators products are distributed exclusively under the independent contractor agreement.
Key Responsibilities:
- Build trusted relationships with community clients and understand their goals
- Grow a sustainable portfolio through prospecting, networking, and referrals
- Deliver tailored insurance and wealth solutions
- Represent Co-operators professionally in served communities
- Manage your independent advisory practice and business activity
Requirements:
- Hold or obtain Life Insurance and/or Mutual Funds licenses
- Meet ongoing licensing and continuing education requirements
- Experience in financial services, insurance, banking, or advice-based sales
- Strong communication, organization, and disciplined follow-through
- Resilience, accountability, self-motivation, and entrepreneurial drive
Grow a Co-operators advisory practice through trusted relationships, disciplined business development, and client-first financial guidance across Canada.
Financial Advisor Business Owner Canada in Toronto 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.