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 relationships and insurance and wealth portfolios for Co-operators. Running an autonomous financial services business under the Canadian brand.
Responsibilities
- Build an independent financial services advisory business under the Co-operators brand
- Build long-term relationships with community members and help clients and families achieve financial security
- Leverage networking, entrepreneurial drive, and a consultative approach to grow a client portfolio
- Provide tailored insurance and wealth solutions aligned with clients' goals
- Establish a trusted professional presence in the community
- 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 professionally and strengthen its reputation in served communities
- Own portfolio development, business activity, sales pipeline, and results
- Continuously develop expertise in insurance, wealth solutions, and market trends
- Distribute Co-operators products exclusively under the independent contractor agreement
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
- Ability to build trusted relationships and convert them into sustainable business growth
- Strong sales and business-development mindset, including prospecting and networking
- Clear, confident communication, strong organization, and disciplined follow-through
- Client-first, advice-based approach
- Resilience, accountability, and self-motivation
- Ability to operate independently while upholding Co-operators' values, brand standards, and client-first approach
- Ability to complete comprehensive background, credit, and eligibility checks
Benefits
- Flexible, remote-friendly work model with autonomy over your schedule
- Comprehensive onboarding, training, mentorship, and ongoing development
- Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams
- Opportunities to grow compensation through business development, client retention, and new business success
- Opportunity to build and grow your own financial services portfolio with ownership over results
- 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
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