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Financial Services Planner

2 months ago

Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full time
Join Our Team as a Financial Services Planner

About Us

Desjardins Financial Security Independent Network is a leading provider of financial services, offering a wide range of products and services to individuals and businesses. As a Financial Services Planner, you will be part of a dynamic team that is committed to helping our clients achieve their financial goals.

Key Responsibilities

  • Provide financial planning and advice to clients, helping them to achieve their financial objectives.
  • Develop and implement financial plans, including investment and insurance strategies.
  • Build and maintain relationships with clients, providing ongoing support and guidance.
  • Stay up-to-date with industry developments and trends, ensuring that clients receive the best possible advice.

What We Offer

  • A competitive compensation package, including a base salary and commission structure.
  • Opportunities for professional development and growth, including training and mentoring programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.
  • Access to a wide range of financial products and services, including insurance, investments, and banking.

Requirements

  • Entrepreneurial spirit and a strong desire to succeed.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans.
  • Proficiency in computer software and technology, including financial planning and analysis tools.

Why Choose Us

At Desjardins Financial Security Independent Network, we are committed to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, with a team of experienced professionals who are dedicated to providing the best possible service. If you are a motivated and entrepreneurial individual who is looking for a challenging and rewarding career, we encourage you to apply for this exciting opportunity.