Financial Representative

5 months ago

Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

**Financial Representative**

Our financial centre is searching for a Financial Representative to join our dynamic team.

**The Profession**
The role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active retirement.

**The Industry**
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.

You must have these credentials:

- Mutual fund licensed
- Minimum three years of experience in a mutual fund sales and advising role
- Have completed or in the process of completing the Certified Financial Planner designation
- Proficient in Microsoft Word, Excel, PowerPoint, and internet navigation and research

**People with these qualities have enjoyed success**:
1. Sociable - people are drawn to you and conversations are easy

2. Problem solvers - no one goes looking for problems, but when they come along you can handle them

3. Professional - whether or not you’re in a suit, you do what you say you’re going to do

4. Good time management - there will be many demands on your time; you can determine the right balance between time spent on your revenue generation and other business tasks

5. Active listener - great speakers are idolized but great listeners are forever cherished. You are able to listen to a person then offer them financial solutions at the heart of their concerns
- Mutual funds are distributed through Desjardins Financial Security Investments Inc.

**What This Career Opportunity Provides You**
A career as a financial services advisor offers you flexible work hours, varied tasks, freedom to choose clients and areas of professional development in which you wish to specialize. We also offer:
Learning
- A five-day in-class new advisor sales training program - and ongoing product training in addition to training at the financial centre in which you will be located
- On-going mentoring through joint client appointments accompanied by a senior financial services advisor
- Regular product-specific presentations detailing how to best explain product benefits to potential clients

Business Building
- Access to products from over sixty investment companies and hundreds of mutual funds giving you the confidence to offer the best financial solutions to your clients
- Dedicated marketing consultants provide support in advertising, client seminars, web/social media. Design layout, text editing and compliance verification are part of the service offer
- A personalized monthly web-based newsletter for clients/prospects
- Turn-key lead generation programs based on current consumer interests in the marketplace

**About Desjardins Financial Security Independent Network**

At his home in Lévis, Quebec, Alphonse Desjardins (1854 - 1920) met with a small group of fellow citizens and presented his idea for a “people's bank.” The goal was to provide financial services to working families. On December 6, 1900, they opened their doors for the first time.

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

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