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Financial Services Consultant
Are you eager to embark on a rewarding career in the dynamic financial services sector? Take charge of your professional journey and unlock the potential for success and financial autonomy. Experience the work-life balance and quality of life you aspire to.
We invite you to explore this opportunity with us.
At Desjardins Financial Security Independent Network (DFSIN), we are experiencing remarkable growth and are seeking driven individuals to become part of our thriving team. This is your chance to establish a prosperous business practice with the support of a leading organization.
Position Overview
The expected salary range is between $40K - $80K, plus performance bonuses.
Our competitive and unique compensation structure allows for unlimited earning potential based on your efforts. This role is ideal for results-oriented individuals who are eager to contribute to a high-performance team and be recognized for their achievements. A career as a financial consultant offers flexible working hours, diverse responsibilities, and the freedom to select clients and areas for professional growth.
While holding or pursuing your CFP designation is beneficial, we provide exceptional training and support to foster your development, mentorship, and ongoing acknowledgment of your successes. We seek individuals who are motivated to excel, possess strong self-management skills, and are open to learning.
The role of a financial consultant entails engaging with clients to devise strategies that help them achieve financial stability and realize their aspirations. As a professional, your primary service is financial planning. As a businessperson, you must effectively market and promote your services within your community to attract potential clients. At Desjardins Financial Security Independent Network, we offer a balanced business model that combines independence with team support.
Candidate Profile
You are a goal-oriented individual with a positive attitude, dedicated to serving your clients' best interests. You approach situations with careful consideration and objectivity. You excel at building and maintaining client relationships and take pride in offering advice and solutions that help others achieve their financial goals.
Key Competencies
- Proven experience in direct sales, retail, or customer service environments
- Willingness to obtain necessary licenses and pursue ongoing training/professional development
- Ability to network and leverage social media for client acquisition
- Consistently meet and exceed individual and team sales objectives
- Capable of working autonomously as well as collaboratively within a team
- Professional demeanor and appearance
- Act as a brand ambassador, representing Desjardins with professionalism and integrity.
Our Commitment
We understand the importance of comprehensive training in becoming a successful financial professional. We provide extensive training both in our financial center and in the field. Our multi-phase home office training program is delivered by experienced specialists. Our primary training objective is to ensure you attain a high level of proficiency in delivering financial advice to your clients.
- Pre-contract and ongoing training to develop skills in prospecting, marketing strategies, and sales techniques
- Reduced technology costs during your initial year; no desk fees or administrative costs
- Career Development Support & Resources: access to a coach/mentor and a team of specialists
- Continuous professional development, educational credits, and resources leading to professional designations
- Advanced technology: access to tools and technical support available seven days a week; most processes are handled electronically
- A comprehensive portfolio of investment/mutual fund and insurance products from major institutions; no proprietary product restrictions.
Our management and training team is highly motivated, boasting over 80 years of combined experience in nurturing successful financial advisors from diverse backgrounds. Our core mission is to provide our community with sound, comprehensive financial advice through our well-trained and professional financial consultants.
Desjardins Group stands as the largest financial cooperative in Canada. Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New Brunswick, the network encompasses over 1,800 financial advisors across the country, serving as the preferred distributor of Desjardins Insurance products and services.
We appreciate all applicants; however, only those selected for consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.
