Financial Services Independent Advisor

Overview

This role is an independent, business-building opportunity for a Financial Services Independent Advisor. The organization is expanding its financial services presence across Canada and is seeking driven, relationship-focused professionals who want to build and grow their own advisory practice as an independent contractor.

You will build long-term relationships with members of your community, helping clients and their families work toward financial security throughout different stages of life. You will provide tailored insurance and wealth solutions aligned to each client’s goals.

Responsibilities

• Build and maintain trusted client relationships by understanding client goals and delivering tailored solutions
• Grow and manage a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement
• Provide personalized, advice-based insurance and wealth solutions to support client confidence and long-term financial security
• Represent the organization professionally in the communities served, strengthening reputation and local presence
• Take full ownership of building and sustaining a financial services portfolio
• Continuously develop expertise in insurance, wealth solutions, and market trends
• Manage time, priorities, and a sales pipeline while pursuing long-term goals
• Operate independently while upholding brand standards and a 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, and meet ongoing licensing and continuing education requirements
• Experience in financial services, insurance, banking, or other advice-based sales environments
• Experience running your own business
• A 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
• Ability to build trusted relationships and convert them into sustainable business growth
• Strong sales and business-development mindset, including comfort prospecting, networking, and creating opportunity
• Clear, confident communication, strong organization, and disciplined follow-through
• Client-first, advice-based approach focused on helping clients and families build financial security and achieve goals
• Resilience, accountability, and self-motivation with a drive to take ownership of results

Preferred Qualifications

• Experience in client-facing advisory or relationship-management roles
• Background as a business owner, entrepreneur, or community-based sales professional who thrives on autonomy and long-term growth

Compensation & Benefits

• Opportunity to build and grow an independent financial services portfolio with ownership over 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 (across Canada). Remote-friendly work model.

Additional Information

• This role requires operating as an independent contractor and distributing products exclusively under the organization’s brand in accordance with the independent contractor agreement.
• A comprehensive background check is required.
• As part of the recruitment process, background, credit, and eligibility checks will be completed to the organization’s satisfaction.

Inclusion

The organization is committed to building a diverse, inclusive, and accessible environment. Accommodations are available throughout the recruitment process upon request.