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Financial Services Professional

2 months ago

Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time
About the Role

As a Financial Advisor with Desjardins Financial Security Independent Network - Rexdale #278, you will play a key role in helping individuals and families achieve their financial goals. You will provide expert advice on insurance and investment products, and work closely with clients to understand their unique needs and circumstances.

Key Responsibilities
  • Client Acquisition and Retention: Source and build a loyal client base, and develop strategies to retain existing clients.
  • Product Knowledge and Advice: Provide in-depth knowledge and advice on insurance and investment products, including life insurance, living benefits, group insurance, and mutual and/or segregated funds.
  • Business Development: Market yourself and your business to attract new clients, and develop a strong network of contacts and referrals.
  • Client Relationships: Build and maintain strong relationships with clients, understanding their individual needs and circumstances, and providing tailored advice and solutions.
Requirements
  • Life License/HLLQP: Hold a valid Life License and HLLQP certification.
  • Business Acumen: Possess a strong understanding of business principles and practices, including sales and marketing.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Industry Knowledge: Stay up-to-date with industry trends and developments, and have a strong understanding of insurance and investment products.
What We Offer
  • Competitive Compensation: Earn a competitive income through commissions and overrides.
  • Support and Resources: Receive ongoing training and education, as well as access to a range of support services and resources.
  • Autonomy and Flexibility: Work independently, with the flexibility to manage your own schedule and business.