Accounting co - op student preparing financial reports and compilation engagements for BDO, a Canadian accounting and advisory firm. Building client - service, assurance, and CPA - track expertise.
About the role
- Independent financial advisor building insurance and wealth portfolios for Co-operators across Canada. Growing a community-based advisory practice through prospecting, relationships, and business development.
Responsibilities
- Build strong client relationships by understanding goals and delivering tailored financial solutions
- Build and grow a profitable, sustainable client portfolio through prospecting, networking, referrals, and community engagement
- Deliver personalized, advice-based insurance and wealth solutions
- Represent Co-operators as a visible and professional independent representative
- Build and operate an independent advisory practice under the Co-operators brand
- Continuously develop expertise in insurance, wealth solutions, and market trends
- Manage time, priorities, and sales pipeline while pursuing business goals
- Distribute Co-operators products exclusively under the independent contractor agreement
- Complete required background, credit, and eligibility checks
Requirements
- Valid Insurance of person license in Quebec, or willingness to obtain it
- Ongoing licensing and continuing education requirements
- Experience in financial services, insurance, banking, or advice-based sales environments
- Experience running your own business
- Background in wealth management, B2B sales, account management, or business development
- Experience in client-facing advisory or relationship-management roles
- Proficiency in French and English, spoken and written
- Ability to build trusted relationships and convert them into sustainable business growth
- Strong sales and business-development mindset
- Comfort with prospecting, networking, and creating opportunities
- Clear, confident communication
- Strong organization and disciplined follow-through
- Client-first, advice-based approach
- Resilience, accountability, and self-motivation
- Ability to complete a comprehensive background check, credit check, and eligibility checks
Benefits
- Temporary onboarding income guarantee
- Uncapped earning potential through commission-based compensation
- Flexible, remote-friendly work model with autonomy over your schedule
- Comprehensive onboarding, training, mentorship, and ongoing development
- Enterprise-level tools
- Marketing resources
- Product specialists
- Dedicated support teams
- Backing of a trusted Canadian brand with a strong community presence and values-driven, client-first culture
- Accommodations available throughout the recruitment process upon request
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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