Financial Advisor

Penticton, British Columbia, Canada • Posted June 05, 2026

Job Type: Full Time

Location: Penticton, British Columbia

Posted: June 05, 2026

Category: Financial Specialists

Application Deadline: July 15, 2026

Role Description

The Opportunity
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.

What you’re responsible for: 
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.

Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute t...

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