Financial Services Independent Advisor
The Opportunity
Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community.
Co-operators is expanding its financial services presence across Canada, and we are looking for driven, relationship-centric professionals who are eager to build an independent business and have meaningful impact. Whether you have years of experience in financial services or you're just getting started, this opportunity offers the autonomy to build and grow your independent business, with the support of a trusted national brand.
As a Financial Services Independent Advisor, you'll build long-term relationships with members of your community, helping them and their families achieve financial security at every stage of life. You'll leverage your network, entrepreneurial drive, and consultative approach to grow a client portfolio, providing tailored insurance and wealth solutions aligned to each client's goals. Through consistent engagement and trusted advice, you'll establish yourself as a respected financial services professional in your community.
This is an independent, business-building opportunity. You will run your own advisory practice as an independent contractor, distributing Co-operators products under the Co-operators brand.
How You Will Create Impact
- Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs
- Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement
- Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security
- Act as a visible and professional independent representative of Co-operators , strengthening our reputation and presence in the communities we serve
How You Will Succeed
- You take full ownership of building a profitable, sustainable financial services portfolio
- You earn client trust through consistent, advice-based relationships focused on long-term financial outcomes
- You grow a book of business through disciplined prospecting, networking, and active community engagement
- You continuously develop your expertise in insurance, wealth solutions, and market trends to remain competitive and credible
- You stay focused and resilient in the pursuit of your goals, overcoming barriers while effectively managing your time, priorities, and sales pipeline
- You operate independently while upholding Co-operators ' values, brand standards, and client-first approach
This Opportunity May Be Right for You If
We're looking for motivated, relationship-driven individuals who are excited to provide financial security for Canadians and our communities.
You may be a strong fit if you:
- Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or are willing to obtain them, and meet ongoing licensing and continuing education requirements
- Have experience in financial services, insurance, banking, or other advice-based sales environments
- Have experience running your own business
- Have a background in wealth management, B2B sales, account management, or business development
- Have worked in client-facing advisory or relationship-management roles where trust and credibility matter
- Are a business owner, entrepreneur, or community-based sales professional who thrives on autonomy and long-term growth
What you bring:
- A demonstrated ability to build trusted relationships and convert them into sustainable business growth
- A strong sales and business-development mindset, with comfort prospecting, networking, and creating opportunity
- Clear, confident communication, strong organization, and disciplined follow-through
- A client-first, advice-based approach grounded i