![Desjardins Financial Security Independent Network - ON Central](https://media.trabajo.org/img/noimg.jpg)
Experienced Financial Advisor
2 weeks ago
COMPANY: Desjardins Financial Security
LOCATION: Mississauga
BECOME A PART OF OUR SUCCESS STORY
Looking for an opportunity to grow your practice in the Financial Services Industry?
ABOUT US:
Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial solutions tailored to meet each client's unique needs and goals.
JOB DESCRIPTION:
We are seeking an experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning. You will leverage your expertise to provide comprehensive financial advice and develop customized strategies that align with our clients' financial objectives.
RESPONSIBILITIES:
- Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
- Develop and present personalized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning.
- Implement investment strategies in accordance with clients' objectives and monitor portfolio performance.
- Provide ongoing financial guidance and advice to clients, adapting strategies as their circumstances and goals evolve.
- Stay abreast of market trends, economic developments, and regulatory changes to inform investment decisions and client recommendations.
- Cultivate and maintain strong client relationships through regular communication and proactive engagement.
QUALIFICATIONS:
- Minimum of 2 years of experience as a Financial Advisor or similar role in the financial services industry.
- Proven track record of successfully managing client relationships and delivering financial planning services.
- Strong understanding of investment products, financial markets, and wealth management strategies.
- Excellent communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
- Proficiency in financial planning software and tools.
BENEFITS:
- Competitive commission package based on experience and base clientele
- Performance-based incentives and bonuses
- Professional development opportunities and support for continuing education including CFP and other industry recognised designations
- Collaborative and supportive work environment with opportunities for growth and advancement
If you are a seasoned Financial Advisor looking to join a dynamic team and make a meaningful impact on clients' financial well-being, we invite you to apply. Please submit your resume and cover letter detailing your qualifications and relevant experience. We look forward to hearing from you
Desjardins Financial Security Independent Network is an Equal Opportunity Employer.
-
Financial Advisor Trainee
6 hours ago
Brampton, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full timeFinancial Advisor Trainee:COMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking to gain experience and a career as a Financial Advisor?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to providing exceptional wealth...
-
Financial Advisor in Brampton
2 months ago
Brampton, Canada The Co-operators Full timeAs an exclusive Financial Advisor of The 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 The Co-operators, you will build strong, visible ties to the community and will...
-
Personal Insurance Advisor
3 weeks ago
Brampton, Canada CCV Insurance & Financial Services Full timeAt CCV, we take a human approach to insurance. We staff the best, we hire the best. People who are professional, experienced, and focused on exceeding the needs of our clients. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education, and a great environment throughout the year....
-
Financial Advisor
2 months ago
Brampton, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Financial Advisor
11 minutes ago
Brampton, Ontario, Canada Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Personal Insurance Advisor
18 hours ago
Brampton, Ontario, Canada CCV Insurance & Financial Services Full timeAt CCV, we take a human approach to insurance. We staff the best, we hire the best. People who are professional, experienced, and focused on exceeding the needs of our clients. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education, and a great environment throughout the year....
-
Associate Financial Advisor
1 month ago
Brampton, Canada The Co-operators Full time**Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: This role operates in English. **Work Model**:Office-Based **Alternate Title**: n/a **Additional Information**: **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team...
-
Associate Financial Advisor
2 weeks ago
Brampton, Canada The Co-operators Full time**Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: This role operates in English. **Work Model**:Office-Based **Alternate Title**: n/a **Additional Information**: **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team...
-
Insurance Advisor
2 months ago
Brampton, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
2 days ago
Brampton, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...
-
Insurance Advisor
6 hours ago
Brampton, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us Today** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Commercial Insurance Advisor** As a Commercial Insurance Advisor, you are a key player in supporting our Commercial lines clients....
-
Brampton, Canada City of Brampton Full time**Job Description**: **JOB TITLE**: Business Advisor, Capital and Financial Management **DEPARTMENT**: Public Works & Engineering **POSTING NUMBER**: 106131 **NUMBER OF POSITIONS**: 1 **JOB STATUS & DURATION**: Full Time Permanent **HOURS OF WORK**: 35-hour workweek **LOCATION**: Hybrid Model*- when working onsite, you will report to the location of...
-
Financial Advisor/ Financial Service Specialist
3 weeks ago
Brampton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Jobs – Financial Advisor
4 weeks ago
Brampton, Ontario, Canada CIBC Full timeJob Description:You will be responsible for building and expanding your client base by providing excellent client service, financial support, and managing relationships with dedication. As a Financial Advisor at CIBC, you will embody the Imperial Service approach by being the primary point of contact for clients, assisting them in planning for their current...
-
Financial Consultant Investments
2 months ago
Brampton, ON, Canada Sun Life Financial Full timeApply locations Brampton, Ontario time type Full time posted on Posted 17 Days Ago job requisition id JR00034534 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...
-
Financial Advisor- Brampton
4 days ago
Brampton, Canada Scotiabank Full timeRequisition ID: 172452 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...
-
Brampton, Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Specialist/Financial Advisor- MFDA page is loaded Financial Services Specialist/Financial Advisor- MFDA Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2408097 We’re building a relationship-oriented bank for the...
-
Brampton, Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Specialist/Financial Advisor- MFDA page is loaded Financial Services Specialist/Financial Advisor- MFDA Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2408097 We’re building a relationship-oriented bank for the...
-
Brampton, Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Specialist/Financial Advisor- MFDA page is loaded Financial Services Specialist/Financial Advisor- MFDA Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2408097 We’re building a relationship-oriented bank for the...
-
Brampton, Canada the Ladders Full timeJob DescriptionJOB TITLE: Business Advisor, Capital and Financial ManagementDEPARTMENT: Public Works & EngineeringPOSTING NUMBER: 106131NUMBER OF POSITIONS: 1JOB STATUS & DURATION: Full Time Permanent HOURS OF WORK: 35-hour workweekLOCATION: Hybrid Model*- when working onsite, you will report