Co-operators logo
Co-operators

All your investing and insurance needs in one place. 🍁Proudly Canadian since 1945.

Independent Financial Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 5,001-10,000H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

4 days ago

Salary

0

Seniority

Senior

High SchoolEnglish

Job Description

Independent Financial Advisor

Co-operators

• Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs • Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security • Act as a visible and professional independent representative of Co-operators, strengthening our reputation and presence in the communities we serve

Job Requirements

  • Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or are willing to obtain them
  • Have experience in financial services, insurance, banking, or other advice-based sales environments
  • Have experience running your own business
  • Have a background in wealth management, B2B sales, account management, or business development
  • Have worked in client-facing advisory or relationship-management roles where trust and credibility matter
  • Are a business owner, entrepreneur, or community-based sales professional who thrives on autonomy and long-term growth
  • A demonstrated ability to build trusted relationships and convert them into sustainable business growth
  • A strong sales and business-development mindset, with comfort prospecting, networking, and creating opportunity
  • Clear, confident communication, strong organization, and disciplined follow-through
  • A client-first, advice-based approach grounded in helping clients and families build financial security and achieve their goals
  • Resilience, accountability, and self-motivation, with the drive to take ownership of your results

Benefits

  • The opportunity to build and grow your own financial services portfolio with ownership over your results
  • Opportunities to grow your compensation through business development, client retention, and new business success
  • A flexible, remote-friendly work model with autonomy over your schedule
  • Comprehensive onboarding, training, mentorship, and ongoing development to support your long-term success
  • Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams to help you grow and scale your business
  • The backing of a trusted Canadian brand with a strong community presence and a values-driven, client-first culture

Related Job Pages

More Financial Planning and Analysis Jobs

Full TimeRemoteTeam 1-10Since 2021

• Oversee the configuration and ongoing support of assigned Workday Finance modules. • Manage enhancement intake, backlog tracking, and prioritization in coordination with stakeholders and the Platform Manager. • Support Workday Feature Release reviews, assess impacts, and coordinate implementation activities. • Serve as a primary point of contact for Finance stakeholders, including managing escalations and issue resolution. • Provide day-to-day leadership and guidance to a team of Finance Architects, Configurators, and Analysts. • Collaborate with cross-functional teams to prioritize changes and enhancements based on business needs. • Facilitate requirements gathering sessions and support User Acceptance Testing (UAT) execution. • Monitor case management processes and ensure timely resolution of system issues, including high-impact items. • Ensure adherence to governance, standards, and best practices in system configuration and support.

Wisconsin
Baptist Health South Florida logo

Patient Financial Associate

Baptist Health South Florida

Baptist Health South Florida, a faith-based, nonprofit healthcare organization, is the largest of its kind in the area and widely known for providing exceptiona

Patient Financial Associate UCC Administration, FT, $1000 Bonus, Shift Varies (159931) Job Description Patient Financial Associate, UCC Administration, FT, $1000 Bonus, Shift Varies-159931 Baptist Health is the region''s largest not-for-profit healthcare organization, with 12 hospitals, over 29,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 26 years, we''ve been named one of Fortune''s 100 Best Companies to Work For, and in the 2025-2026 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 63 high-performing honors. What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients'' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we''re all in. At Baptist Health, we're committed to supporting our employees at every stage of their journey, both personally and professionally. Our approach is rooted in a "grow our own" philosophy, designed to help our team members build meaningful, long-term careers with us, supported by benefits that make a real difference, including: - Career growth and development opportunities, with clear pathways and ongoing support - Comprehensive health and wellness resources that go beyond traditional benefits - A wellness program that can help employees eliminate their medical plan deductible, reducing out-of-pocket healthcare costs - Tuition reimbursement to support continued learning and advancement - And so much more Together, these benefits and others reflect our commitment to caring for our people, so they can build fulfilling careers with us while making a meaningful impact every day. Description Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members. Qualifications Degrees: - High School,Cert,GED,Trn,Exper. Additional Qualifications: - Associates Degree preferred. - Complete and pass the Patient Access training course. - Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service. - In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role. - Ability to perform basic mathematical calculations. - Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . - Ability to multitask and have an agile mindset. - Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc. - Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc. - Knowledge of medical terminology. - Bilingual English, Spanish/Creole preferred. Minimum Required Experience: Less than 1 year Job Corporate Primary Location Remote Organization Baptist Outpatient Services Schedule Full-time Job Posting Jun 15, 2026, 9:30:00 AM Unposting Date Ongoing EOE, including disability/vets

Florida
$0
Dutchie logo

Senior Financial Planning & Analysis Analyst

Dutchie

Everything you need to run an efficient & compliant cannabis dispensary: POS, Payments, Ecommerce, Insurance, and more.

Full TimeRemoteTeam 501-1,000H1B No Sponsor

• Own portions of the annual operating plan, quarterly forecasts, and long-range financial planning process. • Develop financial models that improve visibility into company performance and future investment decisions. • Analyze monthly results, identify business drivers, and communicate actionable insights to leadership. • Partner closely with Accounting to ensure accurate reporting and alignment between actuals, forecasts, and KPIs. • Improve and automate planning workflows using AI, modern financial tooling, and scalable processes. • Identify opportunities to eliminate manual reporting through automation and self-service analytics. • Help evolve executive reporting and dashboards that improve decision-making across the organization. • Support board materials, leadership presentations, and strategic planning initiatives. • Collaborate across R&D, G&A, and Operations to understand business performance and financial impact. • Become a trusted finance partner capable of simplifying complex business questions into clear financial recommendations. • Help establish consistent planning disciplines as Dutchie continues to scale.

United States
$124K - $166K / year
ERM logo

Governance & Investment Review Board Analyst

ERM

Shaping a sustainable future with the world’s leading organizations

Full TimeRemoteTeam 5,001-10,000H1B Sponsor

• Oversees the scheduling, documentation, and management of the IRBs, governance training, and SharePoint repository to include development and maintenance of workflows required for FPAC governance support. • Develops agendas, maintains the agenda backlog, drafts meeting minutes, tracks action item, and prepares other technical documentation. • Maintains Charters, Policies, Processes, Procedures, and Templates. • Facilitates Out-of-Cycle votes and coordination of budget reviews. • Supports business units in defining, compiling, and submitting IT budget requests. • Attends IRB meetings and tracks approved, denied, and on hold IT spend-items. • Reviews MS Excel reports from budgeting groups and compares multiple iterations of Spend Plan reports. • Maintains KPI reports.

United States
Job Closed