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Sales
Financial Sales, Insurance Sales, Banking & Finance -
Finance & Banking
Financial Sales, Insurance Sales, Banking & Finance
Job Description & How to Apply Below
Build an independent financial advisory business with Co-operators, using relationship building and consultative sales to support clients across Canada remotely.
As a Financial Services Independent Advisor, you will run your own practice as an independent contractor under the Co-operators brand. You will build community relationships, develop a client portfolio, and provide tailored insurance and wealth solutions. Your work combines prospecting, networking, referrals, advice-based sales, and ongoing client engagement. The opportunity suits professionals with financial services, insurance, banking, business ownership, account management, or business development experience.
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 through advice
- Represent Co-operators professionally across communities served
- Develop expertise in products and market trends
- Life Insurance or Mutual Funds License, or willingness to obtain
- Experience in financial services, insurance, banking, or advice-based sales
- Business ownership, wealth management, or business development experience
- Strong communication, organization, and follow-through
- Resilience, accountability, self-motivation, and client-first judgment
Grow your own Co-operators advisory practice through trusted relationships, tailored solutions, and disciplined financial services business development.
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