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⏰ Full-time 🏠 Remote

Financial Security Advisor Remote Opportunity

Co--operators-7
Location πŸ“ montreal, Canada
Posted πŸ“… June 08, 2026
Work Type ⏰ Full-time

Position Overview

CGIC is seeking a Financial Security Advisor to work independently from Quebec. This vital position focuses on building client relationships, financial planning, and community engagement.

In this role, you'll operate as a business owner while accessing extensive resources and support from Co-operators. You'll create customized financial strategies for clients, helping them navigate their insurance needs. This position emphasizes personal engagement and community presence to foster trust and expand your business opportunities.

Key Responsibilities:
β€’ Analyze client financial situations for investment planning
β€’ Offer estate planning advice in collaboration with resources
β€’ Generate quotes and assess risks according to guidelines
β€’ Strengthen community ties for greater business visibility
β€’ Engage directly with clients and external service providers

Requirements:
β€’ Life insurance license from AutoritΓ© des marches ...

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Job Details

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Employment Type
Full-time
πŸ“Š
Category
Finance
🏠
Work Arrangement
Remote
πŸ“
Location
montreal, Canada