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Independent Financial Consultant

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Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time
Independent Financial Consultant at Desjardins Financial Security Independent Network

EMBRACE YOUR ENTREPRENEURIAL SPIRIT

As an independent financial consultant, you have the opportunity to shape your own career path. Discover the true meaning of independence in your professional journey.

Autonomy
You have the freedom to organize your schedule and determine your workflow. Essentially, your success is in your hands.

Flexibility
Select the market segment you wish to serve (individuals or businesses) and the financial products you want to present.

Your earnings directly reflect your dedication and efforts
The only boundaries are those you set for yourself.

Ongoing commissions
Your revenue is not solely derived from new sales but also from renewals, providing a steady income stream.

Assistance with your marketing and communication strategies.

Desjardins Group, recognized as the largest cooperative financial group in Canada, boasts assets exceeding $190 billion. Desjardins Financial Security Independent Network serves as the preferred distributor of Desjardins Financial Security's products and services.

About Desjardins Group:
Awarded Bank of the Year in Canada by The Banker, published by The Financial Times.
Ranked 91st in The Banker's Top 1,000 World Banks (2010).
Global Finance's 2010 World's 50 Safest Banks: 25th globally and 4th in North America.
National leader in Canada's 10 Most Admired Corporate Cultures by Waterstone Human Capital (2010).
Ranked first on Corporate Knights magazine's 2012 list of the Best 50 Corporate Citizens in Canada.

Desjardins Group contributes over $70 million annually in donations, sponsorships, and scholarships to support the Canadian community. Its network of caisses, subsidiaries, and financial centres actively engages in numerous local initiatives that enhance health, community services, education, and culture.

BE A PART OF OUR GROWTH STORY

Desjardins Financial Security Independent Network is a segment of Desjardins Financial Security and the Desjardins Group, which holds over $160 billion in assets, making it the largest cooperative financial group in Canada and the sixth largest financial institution in the nation. We lead the financial services sector with a vibrant coast-to-coast network, featuring 40 financial centres and over 1,200 associate partners.

We provide comprehensive financial services with access to a variety of insurers and investment fund products. Our success is rooted in the quality of support services we offer to our associates, driven by a company-wide commitment to professionalism. We prioritize understanding our associates' needs to deliver the necessary products and tools to maximize their effectiveness in addressing clients' financial planning requirements.

Due to our remarkable growth, we are seeking individuals to contribute to our success in the Greater Ottawa Area as Financial Services Planners.

Enhance your business with Desjardins Financial Security Independent Network by:

  1. Maintaining your independence while accessing a multidisciplinary team of qualified experts.
  2. Receiving financial support to acquire viable business portfolios.
  3. Gaining access to a variety of insurers and products, including over 60 mutual funds and segregated fund companies.
  4. Enjoying a competitive pooled compensation bonus structure with immediate vesting.
  5. Participating in incentive plans based on various insurers' products, mutual funds, and segregated funds.
  6. Benefiting from unique new associate training and mentoring programs.
  7. Receiving market planning and support.
  8. Accessing business continuation assistance.
  9. Utilizing cutting-edge technology.

We seek candidates who are:

  • Entrepreneurial in spirit.
  • Skilled problem solvers.
  • Outgoing and personable.
  • Committed to quality service.
  • Hardworking and dedicated.
  • Professional in demeanor.
  • Service-oriented.
  • Proficient with technology.
  • Dedicated to ongoing education and personal growth.
  • Experienced in sales (preferred but not mandatory).