Analyste financier soutenant la contrôleure d’un éditeur de logiciels. Analyse des revenus, rapprochements, clôtures mensuelles et conformité IFRS.
About the role
- Independent advisor building client portfolios and delivering insurance and wealth solutions. Growing a community-based financial services business under Co-operators.
Responsibilities
- Build an independent financial services advisory business under the Co-operators brand
- Build long-term relationships with community members and understand their financial goals
- Grow a client portfolio through prospecting, networking, referrals, and community engagement
- Deliver tailored insurance and wealth solutions
- Establish a trusted professional presence in the community
- Act as an independent representative of Co-operators
- Manage portfolio development, business activity, time, priorities, and sales pipeline
- Distribute Co-operators products exclusively under the independent contractor agreement
- Operate independently while upholding Co-operators' values, brand standards, and client-first approach
Requirements
- Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or be willing to obtain them
- Meet ongoing licensing and continuing education requirements
- Experience in financial services, insurance, banking, or other 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
- Demonstrated ability to build trusted relationships and convert them into sustainable business growth
- Strong sales and business-development mindset
- Comfort prospecting, networking, and creating opportunity
- Clear, confident communication, strong organization, and disciplined follow-through
- Client-first, advice-based approach
- Resilience, accountability, and self-motivation
- Required to complete comprehensive background, credit, and eligibility checks
Benefits
- Opportunities to grow compensation through business development, client retention, and new business success
- Flexible, remote-friendly work model with autonomy over schedule
- Comprehensive onboarding, training, mentorship, and ongoing development
- Enterprise-level tools, marketing resources, product specialists, and dedicated support teams
- Backing of a trusted Canadian brand with strong community presence and values-driven, client-first culture
- Opportunity to build and grow an independent financial services portfolio with ownership over results
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