Financial Services Independent Advisor

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Services Independent Advisor based in Canada.

This opportunity is designed for entrepreneurial, relationship-driven professionals who want to build and grow their own independent financial services business. You will support individuals and families in achieving long-term financial security through tailored insurance and wealth solutions. Operating within a trusted national brand, you will have the autonomy to develop your own client portfolio while leveraging enterprise-level tools, training, and support. The role is deeply rooted in community engagement, where success is built through trust, consistency, and meaningful client relationships. You will act as both a business owner and a financial advisor, shaping your own practice and growth trajectory. It is a long-term, client-focused opportunity where your impact is directly tied to the value you create for others.

• Build and manage your own independent financial advisory practice by developing a sustainable and growing client portfolio.
• Establish strong, trust-based relationships with clients by understanding their financial goals and providing tailored insurance and wealth solutions.
• Actively prospect, network, and generate new business opportunities through community engagement, referrals, and personal outreach.
• Deliver ongoing advice-based financial planning support to help clients achieve long-term financial security and stability.
• Represent the brand professionally in your community while maintaining high standards of service, ethics, and client care.
• Manage your business operations independently, including pipeline management, time allocation, and revenue growth activities.
• Continuously strengthen your expertise in financial products, market trends, and regulatory requirements.

Requirements:

• Valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License, or willingness to obtain required certifications.
• Experience in financial services, insurance, banking, wealth management, or other consultative, client-facing sales environments.
• Proven ability to build and maintain strong client relationships that translate into long-term business growth.
• Entrepreneurial mindset with experience running a business or managing independent sales targets.
• Strong networking, prospecting, and business development skills with a proactive approach to generating opportunities.
• Excellent communication, organization, and follow-through skills with a disciplined, self-driven approach.
• Resilient, accountable, and motivated personality with the ability to work independently and manage priorities effectively.

Benefits:

• Opportunity to build and own your own independent financial services business with full autonomy.
• Performance-based earning potential driven by client acquisition, retention, and portfolio growth.
• Flexible, remote-friendly work model allowing you to manage your own schedule.
• Comprehensive onboarding, training, mentorship, and ongoing professional development.
• Access to marketing resources, business tools, product specialists, and operational support teams.
• Backing of a well-established national brand with strong market recognition and community presence.
• Long-term career independence with scalable income potential.