Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Experienced Financial Advisor/Planner

Full-time

Desjardins Financial Security Independent Network - Southwestern Ontario

Experienced Financial Advisor   

Are you looking for change, flexibility and practice you can call your own?  Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. You are your own Boss, Independent of product, & will benefit from the strength of our Desjardins partnership.

Let's talk. It's an exciting time to join us!

You are your own Boss, Independent of product, & still benefit from the strength of our Desjardins partnership. We are a full-service financial services provider with access to multiple insurers and investment fund products. We value and respect an Advisors Independence! Our track record is based on the quality of support services delivered to our independent associates with a companywide commitment to professionalism. We believe in listening to our independent associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.

Due to our exceptional growth, we are looking for individuals to join our success story as an Independent Financial Advisor.

Requirements:

  • Minimum 2 years experience as a Financial Advisor
  • Have a successful sales track record
  • Develop and build client relationships
  • Build and establish strong customer relationships.
  • Willing to work with customers to understand their needs and recommend the most suitable benefits solution.
  • Mutual Fund License required (IFIC or CSC)
  • A valid HLLQP License would be an asset.

 

OUR DISTINCTIVE OFFER

When you choose DFSIN, you can count on Desjardins’ stability, support from a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market. We work with individuals, families and small business’s helping them realize their dreams.

 

  • Attractive incentives for advisors bringing in existing books of business
  • Leadership that can withstand the pressures and uncertainties of our industry and access to a community of like-minded professionals.
  • An opportunity to acquire blocks of business & provide in-house financing
  • Ongoing Business Development support
  • Independent of product, we offer a complete portfolio of insurance and investment products from numerous Canadian insurance and investment companies.
  • Office or workstation support with administration support.

 

BE A PART OF A WINNING TEAM!

Interested in joining our team? Our multi-disciplinary team is available at all times to work with you as you help your clients reach their full potential. Be a part of a unique professional culture and trade ideas and best practices with colleagues.

 

Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

 

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Experienced Financial Advisor/Planner in Hamilton, ON vacancy
  • $70k - $80k per year

     ...Construction and Concessions segment. Opportunity The Jr. Planner supports effective project delivery by developing and maintaining...  ..., develop, and mentor project controls personnel (e.g., project planners and planning coordinators). Qualifications ~ Undergraduate... 
    Suggested
    Remplacement
    For subcontractor
    Local area

    Aecon Group Inc.

    Hamilton, ON
    5 days ago
  • Embrace a vital role as a Cultural Heritage Planner with the City of Hamilton. This position blends architectural research and community engagement to preserve the city’s rich heritage. Reporting to the Cultural Heritage Program Lead, this role involves analyzing heritage... 
    Suggested
    Local area

    City Of Hamilton

    Hamilton, ON
    2 hours ago
  •  ...Financial Advisor New Career   Are you ready for a new career that offers limitless opportunities in the financial services industry?  Do you dream of taking control of your success and financial independence?  It’s time to seize the reins of your life, enjoy the work... 
    Suggested
    Full time
    Internship
    Flexible hours

    Desjardins Financial Security Independent Network - Southwes...

    Hamilton, ON
    4 days ago
  •  ...us achieve our vision of being the best place to raise a child and age successfully. #BeTheReason Job ID #32057: Cultural Heritage Planner Union: CUPE Local 5167 Job Description ID #: 793 Close date: Interested applicants please submit your application online at... 
    Suggested
    Contract work
    For contractors
    Local area
    Immediate start

    The City of Hamilton

    Hamilton, ON
    2 hours ago
  • Enhance client experiences as a Business Advisor at Scotiabank in Hamilton, Ontario. Focus on cultivating relationships and providing tailored financial advice to small business clients. As an essential part of Scotiabank's team, you will manage a high-value portfolio and... 
    Suggested
    Local area

    Scotiabank

    Hamilton, ON
    2 hours ago
  •  ...raise a child and age successfully. #BeTheReason Job ID #32018: Planner II (Junior Planner) - Policy Planning Union: CUPE Local 5167...  .... # Must be a Candidate member of the Ontario Professional Planners Institute or the Canadian Institute of Planners. # Proven related... 
    Work at office
    Local area
    Immediate start

    The City of Hamilton

    Hamilton, ON
    2 hours ago
  • $50k - $100k per year

    ## Developing Investment Advisor - Metro WestApplyremote type: On Sitelocations: Hamilton, Ontario: Burlington, Ontario: Oakville, Ontariotime...  ...maintaining active participation in decisions regarding their financial affairs.Are you entrepreneurial, passionate about investments,... 
    Work from home

    TD Bank

    Hamilton, ON
    7 days ago
  • Elevate your career as an Auto Claims Advisor II with TD Insurance in Hamilton, Ontario. Focus on customer service and efficient claims management in a supportive environment. Join TD Insurance, a leader in auto and home insurance in Canada. This role invites candidates with... 

    TD

    Hamilton, ON
    2 hours ago
  •  ...of projects renowned for technical excellence, ambition and sustainability. Job Description We are seeking an experienced Senior Planner to join our construction and engineering team in Hamilton, Canada. In this senior-level role, you will be responsible for... 
    Full time

    Egis Group

    Hamilton, ON
    11 hours ago
  • Lead municipal infrastructure projects in Southern Ontario as an experienced Project Manager. Focus on planning, team leadership, and client relations in Hamilton's exciting projects. We're seeking a skilled Project Manager with a focus on high voltage municipal projects... 

    A national project management firm

    Hamilton, ON
    2 hours ago
  • Unleash your potential as a Lead Installer with Dynamic Heating & Cooling in Hamilton, ON. This role offers a 4-day workweek and a chance to mentor while delivering quality installations. Dynamic Heating & Cooling is expanding and seeking a dedicated Lead HVAC Installer with...

    Dynamic Heating and Cooling Inc

    Hamilton, ON
    7 days ago
  • Join a dynamic team at a leading beauty supplier where your passion for beauty can shine! As a Sales Associate, you'll create memorable shopping experiences for customers, helping them navigate through hair color, cosmetics, and skincare. This role offers a vibrant work environment...

    CosmoProf Beauty

    Hamilton, ON
    7 days ago
  • Become the Financial Director at Goodwill Industries in Hamilton, ON, focusing on Financial Planning, Analysis, and Reporting. This full-time role is key to enhancing fiscal strategies in a non-profit setting. As the Financial Director, you will function as a strategic partner... 
    Full time

    Goodwill, Ontario Great Lakes

    Hamilton, ON
    7 days ago
  •  ...ports, highways, and large‑scale site development. The Sr. Planner supports effective project delivery by developing and maintaining...  ..., develop and mentor project controls personnel (i.e. Project planners and planning coordinators)  What You Bring to the Team:... 
    For subcontractor
    Local area

    AECON

    Hamilton, ON
    1 day ago
  • Losani Homes is hiring a full-time Yardi Voyager Specialist to enhance our property management efforts in Stoney Creek. This role ensures the accuracy of vital property data and operational support. In this position at Losani Homes, you will leverage your Yardi Voyager expertise...
    Full time
    Work from home

    Losani Homes

    Hamilton, ON
    7 days ago
  •  ...Summary The role of the Repair Planner/Estimator is to provide a detailed estimate to repair a vehicle post-collision. The estimator is...  ...or a related automotive role. • Previous experience as a Parts Advisor, Parts Coordinator, Customer Service Representative, Collision... 
    Work at office

    CSN Collision

    Hamilton, ON
    13 days ago
  • $194k per year

    Chief Financial Officer (Superintendent of Business Services) Reporting to the Chief Executive Officer (CEO), the Chief Financial Officer...  ...accountant, lawyer, architect, professional engineer or professional planner) and a commitment to obtain a Business Supervisory Officer’s... 
    Long term contract
    Local area

    Hamilton-Wentworth District School Board

    Hamilton, ON
    14 days ago
  •  ...Job Description About the Role As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll use your fashion... 
    Hourly pay
    Part time
    Internship
    Local area
    Immediate start
    Flexible hours
    Weekday work

    H&M

    Hamilton, ON
    13 days ago
  •  ...Life & Health Insurance Advisor  BECOME A PART OF OUR SUCCESS STORY. Are you looking for a new career? Something that you can build...  ...that while working for one of the strongest, safest, and oldest financial institutions in the country?  Here is an opportunity for you to... 
    Full time
    Contract work
    Work at office
    Immediate start

    Desjardins Financial Security Independent Network - Southwes...

    Hamilton, ON
    4 days ago
  • $110k - $115k per year

    Job Description Experienced Project Manager sought for municipal linear infrastructure projects in Southern Ontario. Responsibilities include project planning, client relations, team leadership, and proposal preparation. Experienced High Voltage Project Manager Needed... 

    A national project management firm

    Hamilton, ON
    2 hours ago
  • $140k - $160k per year

     ...Do you get energized helping financial institutions modernize legacy systems without disrupting customer trust? Do you thrive when navigating...  ...strategic financial services accounts, serving as a trusted advisor to executive stakeholders across technology, operations, risk,... 
    Long term contract
    Contract work
    Local area
    Remote work
    Flexible hours

    AOT Technologies

    Hamilton, ON
    10 days ago
  •  ...Financial Services Sales Advisor  - Desjardins Agent Team Member Location: OAKVILLE, ONT Type: Full Time, Permanent Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance... 
    Permanent employment
    Full time
    For contractors
    Work at office
    Flexible hours

    Richard Demille - Desjardins Insurance Agent

    Hamilton, ON
    10 days ago
  • $50k - $80k per year

     ...Job Description: Job Responsibilities: The company is in the process of establishing a new office . The role requires a financial lead to be prepared in advance for the transition phase, working independently during the initial period. Core Responsibilities: Financial... 
    Full time
    Work at office
    Relocation

    SPECIALIZED RG

    Hamilton, ON
    14 days ago
  •  ...employees. Help us achieve our vision of being the best place to raise a child and age successfully. #BeTheReason Job ID #32043: Financial Coordinator Union: Non-Union Job Description ID #: 6628 Close date: Interested applicants please submit your application online... 
    Remplacement
    Permanent employment
    Temporary work
    Immediate start

    The City of Hamilton

    Hamilton, ON
    2 hours ago
  • $4000 - $8000 per month

    Job Description: We are seeking a visionary Senior International Policy Strategist to architect and implement high-impact policy frameworks that address systemic global challenges. This role will anchor our initiatives in evidence-based analysis, multilateral diplomacy, ...
    Contract work
    Relocation

    东莞市莞智汇人力资源开发有限公司

    Hamilton, ON
    29 days ago
  • $140k - $160k per year

     ...fintech platforms while balancing innovation and risk? Do you get energized designing secure, compliant systems in highly regulated financial environments? Do you thrive in conversations where architecture decisions directly impact customer trust, regulatory standing, and... 
    Local area
    Remote work
    Flexible hours

    AOT Technologies

    Hamilton, ON
    10 days ago
  •  ...Royal LePage Macro Realty, Brokerage Canadian-Owned. Community-Rooted. Culture & Support That Feels Like Home. If you’re an experienced Realtor who enjoys the work but feels under-supported, under-resourced, or like just another number — this may be worth a conversation... 
    Long term contract
    Full time
    Work at office

    Royal LePage Macro Realty

    Hamilton, ON
    28 days ago
  • $80k per year

     ...Insurance Representative | Property & Casualty Insurance Advisor (Full-Time) About Us Wayne Nichols Insurance & Financial Services Ltd. is committed to driving growth and innovation. With over 30 years of experience as a leading insurance agency in Canada, we have built... 
    Long term contract
    Full time
    For contractors
    Monday to friday

    Wayne Nichols Insurance & Financial Services

    Hamilton, ON
    3 days ago
  • $93.6k - $140.4k per year

     ...committed to helping our members achieve financial wellbeing through trusted advice, exceptional...  ...deepen member relationships, improve advisor effectiveness, enhance the member experience...  ...licensed wealth advisors, financial planners, or insurance professionals. Experience... 
    Permanent employment
    Full time

    HMECU

    Hamilton, ON
    7 days ago
  • $70k - $100k per year

    Remote ~ Employment Type Full-Time ~ Benefits Offered Dental, Life, Medical, Retirement, Vision ~ Compensation CA$70,000 to CA$100,000 per year can be made Why Work Here? Join us to be part of a win-win environment where teamwork, support, and harmony...
    Long term contract
    Full time
    Remote work
    Work from home
    Flexible hours

    AO Globe Life - Simonne LeBlanc

    Hamilton, ON
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor/Planner. Be the first to apply!