Finance executive rebuilding finance, controls, and reporting for a multi - location food - service business. Driving profitability, forecasting, cash management, and commercial decisions.
About the role
- Independent advisor building a financial services business for Co-operators, a Canadian insurance and wealth solutions provider. Growing community relationships, client portfolios, and tailored financial security solutions.
Responsibilities
- Build and grow an independent financial services advisory business under the Co-operators brand
- Build long-term relationships with community members and help them achieve financial security
- Grow a client portfolio through prospecting, networking, referrals, and community engagement
- Deliver tailored insurance and wealth solutions aligned with client goals
- Establish a trusted professional presence in the community
- Operate independently while upholding Co-operators' values, brand standards, and client-first approach
- Distribute Co-operators products exclusively under the independent contractor agreement
- Manage business activity, client relationships, portfolio development, sales pipeline, time, and priorities
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 a comprehensive background check
- Required to complete background, credit, and eligibility checks to Co-operators’ satisfaction
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
- Ownership over your financial services portfolio and 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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