Real estate investment associate underwriting acquisitions and developments for Broccolini, a Canadian construction, development, and real - estate services provider. Building financial models, supporting financing, and reporting portfolio performance.
About the role
- Financial Advisor building an independent financial services business with Co-operators. Engage with community members to provide tailored financial solutions while promoting client-first values.
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
Requirements
- 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
- 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
Benefits
- The opportunity to build and grow your own financial services portfolio with ownership over your results
- 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
- 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
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