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Experienced Financial Advisor/Planner

Temps plein

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.

 

L'offre d'emploi a été publiée il y a 24 jours
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