A nationally licensed, boutique Canadian MGA is seeking experienced financial advisors who want a modern, growth‑oriented platform for insurance, financial planning, and advanced corporate work with affluent professionals and business owners. The opportunity is ideal for entrepreneurial advisors who want independence plus structure, coaching, and robust practice‑management support.

Role overview

This MGA offers a high‑touch platform for insurance, planning, and advanced corporate strategies across Canada, with headquarters in the GTA and national life and accident & sickness licensing. Advisors gain entrepreneurial freedom within a framework that emphasizes business discipline, mentorship, and performance expectations.

Advisors joining the platform connect into a multidisciplinary environment of planners, portfolio managers, and insurance specialists serving affluent Canadians, incorporated professionals, and high‑net‑worth families.

Ideal advisor profile

The ideal advisor for this platform is:

• An experienced life/health insurance or holistic financial planner (typically 3–10+ years) already licensed for life and accident & sickness, with comfort in advanced planning concepts.

• Entrepreneurial, seeking an independent MGA home that offers meaningful coaching, case support, and structure rather than a purely transactional back‑office relationship.

• Comfortable working with:

• Incorporated professionals (e.g., real estate, medical, dental, other professional corps).

• Affluent mass‑market and HNW clients who value planning, not just product.

• Aligned with a younger, innovative culture that values diversity and modern client‑service approaches.

• Coachable and motivated to pursue further designations and to manage their practice through clear KPIs and activity metrics.

• Comfortable with hybrid/remote work and virtual client meetings, with capacity to serve clients across Canada.

Platform value proposition

Advisors aligned with this MGA gain:

• Boutique, high‑touch MGA support

• Nationally licensed MGA with a deliberate focus on personal support, underwriting guidance, and case design rather than high‑volume processing.

• Assistance with large and complex cases, including corporate‑owned insurance and advanced planning for business owners and HNW households.

• Integrated planning ecosystem

• Access to a full suite of solutions: financial planning, insurance (life, disability, CI, health), investment management partners, and estate‑planning collaboration.

• Ability to position insurance as part of broader retirement, tax, and estate strategies instead of isolated product sales.

• Niche and advanced markets

• Specialized programming and internal expertise for commission‑based and incorporated professionals, with an emphasis on tax efficiency and long‑term wealth strategies.

• Strong fit for advisors who want to deepen their presence in professional corporations, business‑owner markets, and sophisticated wealth‑planning segments.

• Culture, development, and brand support

• A younger, dynamic, and diverse leadership culture that aims to be a “new breed” of MGA in a traditionally aging marketplace.

• Emphasis on coaching, professional development, and measurable business growth; entrepreneurial thinking and initiative are actively supported.

• Marketing positioning and messaging that advisors can leverage to speak to financial clarity, long‑term planning, and high‑touch advisory relationships.