Financial Services Independent Advisor
Accountabilities: Build and manage an independent financial services advisory practice, taking ownership of business development, client relationships, and overall portfolio growth.
Establish yourself as a trusted financial advisor within your community by understanding clients’ financial goals and providing personalized recommendations.
Develop and grow a sustainable client portfolio through proactive prospecting, networking, referrals, relationship building, and community involvement.
Provide advice-based insurance and wealth solutions tailored to the individual needs and objectives of clients and their families.
Maintain consistent engagement with clients to strengthen loyalty, confidence, retention, and long-term financial outcomes.
Represent the organization professionally in the community while maintaining client-first standards, brand expectations, and applicable business requirements.
Manage your sales pipeline, priorities, time, and business activity with discipline and accountability.
Continuously strengthen your knowledge of insurance, wealth solutions, financial services, and relevant market developments.
Operate independently while adhering to the terms of the independent contractor relationship and applicable licensing and regulatory requirements.
Complete required background, credit, and eligibility checks as part of the recruitment and onboarding process.
Requirements:
Valid Insurance of Persons license in Quebec , or willingness and ability to obtain the required license and maintain ongoing licensing and continuing education requirements.
Experience in financial services, insurance, banking, advice-based sales, wealth management, account management, or business development is an asset.
Experience running a business or working in an entrepreneurial, independent, or community-based sales environment is highly relevant.
Demonstrated ability to establish trusted relationships and convert those relationships into sustainable business growth.
Strong sales and business-development mindset, with confidence in prospecting, networking, generating opportunities, and developing referrals.
Client-facing experience where credibility, consultation, and long-term relationship management are central to success.
Strong communication, organization, follow-through, and relationship-management skills.
Client-first and consultative approach, with a genuine interest in helping individuals and families achieve greater financial security.
High level of self-motivation, resilience, accountability, and persistence when pursuing business goals.
Ability to work independently, manage competing priorities, and take full ownership of business results.
Professional working proficiency in both French and English , spoken and written, as the role requires frequent communication about complex matters with internal and external stakeholders in both languages.
Benefits:
Opportunity to build and grow your own financial services portfolio with significant ownership and autonomy.
Temporary onboarding income guarantee to support the transition into the business.
Commission-based compensation after onboarding, directly tied to business performance and results.
Uncapped earning potential based on business development, client retention, and new business success.
Flexible, remote-friendly work model with autonomy over your schedule.
Comprehensive onboarding, training, mentorship, and ongoing professional development.
Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams.
Opportunity to build a long-term business within a trusted Canadian brand and community-focused environment.
Meaningful opportunity to make a direct impact on clients’ financial security and wellbeing.
Inclusive and accessible recruitment environment, with accommodations available throughout the hiring process upon request.
Important Opportunity Details
This is an independent contractor and business-building opportunity , rather than a traditional salaried employee position.
You will operate your own advisory practice and distribute the partner's financial products in accordance with the applicable independent contractor agreement.
Success and earnings develop over time through consistent prospecting, relationship management, portfolio growth, and business activity.
A comprehensive background, credit, and eligibility assessment is required as part of the recruitment process.
How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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