Financial Services Independent Advisor

Co-operators • Montreal, QC

5h • Remote

About The Position

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.

Requirements

• Hold a valid Insurance of person license in Quebec or are willing to obtain it, and meet ongoing licensing and continuing education requirements
• Proficiency in French and English, spoken and written
• 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

Nice To Haves

• 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

Responsibilities

• 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

Benefits

• Comprehensive onboarding, training, mentorship, and ongoing development to support your long-term success
• Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams to help you grow and scale your business
• The backing of a trusted Canadian brand with a strong community presence and a values-driven, client-first culture
• Opportunities to grow your compensation through business development, client retention, and new business success
• A flexible, remote-friendly work model with autonomy over your schedule
• Temporary onboarding income guarantee

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed