Financial Services Independent Advisor in Canada Creek, Nova Scotia at Jobgether

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 is an entrepreneurial opportunity to build and operate your own financial services advisory practice with significant autonomy.
You’ll develop trusted, long-term relationships with individuals and families, helping them navigate insurance and wealth solutions.
The role is highly client-facing and focused on growing a sustainable portfolio through prospecting, networking, referrals, and community engagement.
You’ll have the opportunity to shape your own business strategy while representing an established Canadian brand and its client-first values.
Comprehensive onboarding, mentorship, product expertise, marketing resources, and dedicated support will help you build your practice.
Compensation begins with a temporary onboarding income guarantee before transitioning to a commission-based model with uncapped earning potential.
This opportunity is well suited to entrepreneurial, resilient, and relationship-driven professionals motivated by ownership and long-term growth.

• 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.

• 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.

• 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.

• 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.