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
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 in helping clients and families build financial security and achieve their goals

Resilience, accountability, and self-motivation, with the drive to take ownership of your results

What You Need to Know

This is a client-facing, business development-focused, independent advisory opportunity

You will operate your own business as an independent contractor under the Co-operators brand

Success is built over time through relationship building, portfolio development, and consistent business activity

You will distribute Co-operators products exclusively, in accordance with the terms of your independent contractor…