Financial Services Independent Advisor

Overview

This independent, business-building opportunity supports professionals seeking to build long-term relationships and help clients achieve financial security at every stage of life.

The organization is expanding its financial services presence across Canada and is looking for driven, relationship-centric Independent Advisors who want autonomy to build and grow their own advisory practice as an independent contractor.

Responsibilities

• Build and maintain long-term relationships with clients and prospective clients in the community
• Understand client goals and provide tailored, advice-based insurance and wealth solutions
• Grow and manage a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement
• Serve as a visible and professional independent representative, strengthening reputation and community presence
• Continuously develop knowledge of insurance, wealth solutions, and market trends to remain competitive
• Manage time, priorities, and a sales pipeline independently while staying focused on goals
• Uphold organizational values, brand standards, and a client-first approach while operating independently

Requirements

• Client-facing, business development-focused independent advisory experience and/or mindset
• Ability to build trusted relationships and convert them into sustainable business growth
• Strong sales and business-development mindset, with comfort prospecting and networking
• Clear and confident communication, strong organization, and disciplined follow-through
• Client-first, advice-based approach grounded in helping clients and families build financial security and achieve their goals
• Resilience, accountability, and self-motivation to take ownership of results

Licensing & Eligibility

• Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or be willing to obtain them, and meet ongoing licensing and continuing education requirements
• Complete a comprehensive background check
• Participate in recruitment eligibility checks to the organization’s satisfaction, including background, credit, and eligibility checks

Preferred Qualifications

• 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 where trust and credibility matter

Compensation & Benefits

• Opportunity to build and grow your own financial services portfolio with ownership over your results
• Opportunities to grow compensation through business development, client retention, and new business success
• Flexible, remote-friendly work model with autonomy over your schedule
• Comprehensive onboarding, training, mentorship, and ongoing development to support long-term success
• Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams

Location

• Canada (remote-friendly model)