Financial Advisor

4 weeks ago

Toronto, Canada Desjardins Financial Security Independent Network - ON Central Full time

**Financial Security Advisor Trainee**:
**Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire.**

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

At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth, we are looking for highly motivated individuals to join our successful team in one of our Financial Centres in Toronto. Here is an opportunity for you to build a successful business practice with the help of a multi-billion dollar organization. **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.

**About the Role**

No prior experience in the financial services industry is necessary. You will receive exceptional training and support to help build your business, mentoring, and ongoing recognition for your achievements. We are looking for individuals who are driven to be successful, possess self-management skills, and are willing to learn.

The role of a financial advisor involves meeting with people to put a plan in place to help them achieve their financial security and realize their dreams. As a professional, your service to the public is financial security planning. As a business person, you have to market and promote yourself in your community as any other professional service provider in order to meet potential clients. With _Desjardins Financial Security Independent Network_ we provide you a business model that is balanced between independence and team support.

With our highly competitive and unique performance-based compensation structure, you can achieve unlimited earnings you work so hard for. This is an excellent opportunity for an individual that is results oriented and wants to earn above average income and be generously rewarded for their efforts. A career as a financial advisor offers you flexible work hours, varied tasks, freedom to choose clients and areas of professional development in which you wish to specialize

**About You**

You are an ambitious, entrepreneurial, and results-driven individual. Have a great attitude, are sociable and dedicated to serving your clients in their best interest and you always consider the facts objectively and carefully before arriving at a conclusion. You are considerate, able to build and maintain client relationships and love helping people by providing advice and solutions to meet their goals and dreams to achieve financial security.

**Competencies**
- Track record in a direct sales, retail, or customer service environment
- Willing to obtain licence(s) and pursue training/professional development as required
- Ability to network, utilize social media to source, generate and acquire new client leads
- Meet and exceed both individual and team sales targets
- Capable of working independently and in a team environment
- Professional appearance and demeanor
- Act as a brand ambassador representing Desjardins professionally and in accordance with company's value proposition.
- Strong desire to be your own boss

**Our Offer**

As an organization we recognize how important effective and thorough training is to becoming a successful business professional. We offer comprehensive training that takes place in the financial centre and in the field. We also offer our multi-phase home office training program delivered to you by training specialists. Our key training goal is to ensure that you will have a high level of competency in providing financial advice to your clients.
- License preparation program, including case studies, workshops and exam preparation session
- Pre-contract and continuing training to become competent and self-sufficient in prospecting, marketing concepts, and sales approaches
- Technology platform support for the first 3 years; no desk fees, back office, internet, telephone or administrative fees
- Career Development Support & Resources: coach/mentor, field manager, a team of specialists at your disposal
- Ongoing professional development, continuing education credits, initiatives and resources leading to professional designations that will help you realize your potential
- Immediate vesting and ownership of your client base and your book of business
- Advanced technology: access to tools, resources, and technical assistance if needed seven days a week; almost everything is done electronically
- A complete portfolio of investment/mutual fund and insurance companies (including all major banks); no proprietary product requirement.

We have a highly motivated management and training team with over 80 years of combined experience in developing successful financial advisors from a variety of oc

  • Financial Advisor

    3 weeks ago

    Toronto, Canada CI Financial Full time

    **ABOUT US** Founded in 1995, CI Assante Wealth Management is a wholly owned subsidiary of CI Financial and one of Canada’s largest wealth management firms. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion in assets for more than 300,000 clients. CI Assante Wealth Management's services include...

  • Financial Advisor

    1 day ago

    Toronto, Canada Educators Financial Group Full time

    Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families....

  • Financial Advisor

    4 days ago

    Toronto, Canada Educators Financial Group Full time

    Job SummaryEducators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.As...

  • Financial Advisor

    3 days ago

    toronto, Canada Educators Financial Group Full time

    Job SummaryEducators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.As...

  • Financial Advisor

    3 days ago

    Toronto, Canada Educators Financial Group Full time

    Job SummaryEducators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.As...

  • Financial Advisor

    3 days ago

    Toronto, Canada Educators Financial Group Full time

    Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

  • Financial Advisor

    3 days ago

    toronto, Canada Educators Financial Group Full time

    Job SummaryEducators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.As...

  • Financial Advisor

    16 hours ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Job SummaryEducators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.As...

  • Advisor Experience Manager

    4 weeks ago

    Toronto, Canada Purpose Advisor Solutions Full time

    Company Description**_ Location: Toronto, Montreal_** **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved...

  • Advisor Experience Manager

    4 weeks ago

    Toronto, Canada Purpose Advisor Solutions Full time

    Company Description **_ Location: Toronto, Montreal_** **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved...

  • Financial Advisor

    3 days ago

    Toronto, ON, Canada Educators Financial Group Full time €62,000 - €67,000

    Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

  • Financial Advisor

    4 days ago

    Toronto, ON, Canada Educators Financial Group Full time €62,000 - €67,000

    Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

  • Bilingual Financial Advisor

    2 weeks ago

    Toronto, Canada Educators Financial Group Full time

    **Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

  • Financial Advisor

    4 days ago

    Toronto, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Financial Security Advisor Trainee    Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...

  • Financial Advisor Assistant

    5 days ago

    Toronto, Canada Raymond James Financial, Inc. Full time

    **Financial Advisor Assistant** - 2401437 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Educational Financial Services Advisor

    3 days ago

    Toronto, Ontario, Canada Educators Financial Group Full time $62,000 - $67,000

    Job DescriptionWe are looking for a skilled Financial Advisor to join our team. The successful candidate will be responsible for:Developing meaningful relationships with clients and becoming their trusted Financial AdvisorRetaining and growing share of wallet by delivering personalized financial solutions and advicePreparing client asset allocation proposals...

  • Professional Financial Advisor

    5 hours ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Key ResponsibilitiesDeveloping meaningful relationships with clients and becoming their trusted Financial AdvisorRetaining and growing share of wallet by delivering personalized financial solutions and advicePreparing client asset allocation proposals and modular financial planning projectionsResponding to client inquiries and resolving issues in a timely...

  • Financial Solutions Advisor

    19 hours ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    As a Financial Solutions Advisor at BMO Financial Group, you will play a key role in helping customers achieve their financial goals. You will work closely with our branch teams to provide personalized banking solutions and develop strategies to grow customer relationships.Required Skills:Consultative approach to customer serviceStrong communication and...

  • Financial Services Advisor

    13 hours ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    About UsBMO Financial Group is a leading financial institution that provides a wide range of banking and financial services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and improving their overall financial well-being.We are seeking a highly skilled and motivated Financial Services...

  • Career Development Financial Advisor

    4 days ago

    Toronto, Ontario, Canada Raymond James Financial, Inc. Full time

    Job OverviewRaymond James Financial, Inc. is a leading independent investment dealer in Canada, seeking experienced professionals to join our team as part of our Advisor Internship Program (AIP). This comprehensive career development program is designed for individuals who have been in the financial services industry for at least 3 years and want to build a...