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Proficient Wealth Advisor
3 months ago
Skilled Financial Consultant
Are you seeking a transformative opportunity that offers flexibility and the chance to establish your own practice? Take charge of your future, achieve your success, and attain financial freedom. Experience the work-life balance and quality lifestyle you deserve while enjoying the autonomy of being your own boss.
Let's connect. This is an exciting time to join our team.
At Desjardins Financial Security Independent Network South Western Ontario, you are more than just a consultant – you are an independent professional benefiting from the strength of our Desjardins partnership. As a comprehensive financial services provider with access to a variety of insurers and investment fund companies, we empower our consultants to customize solutions tailored to their clients' specific needs. We value your independence and offer unmatched support and services along with a commitment to professionalism.
Due to our remarkable growth, we are looking for self-driven and knowledgeable individuals to join our vibrant, entrepreneurial team at DFSIN South Western Ontario.
Qualifications
- At least two years of experience as a Financial Consultant or Wealth Advisor
- Demonstrated sales success
- Proven ability to cultivate, develop, and maintain strong client relationships
- Exceptional communication skills
- Empathetic understanding of clients' needs
- Capability to analyze data and individual situations to recommend tailored solutions
- Mutual Funds license required (IFIC or CSC)
- A valid life insurance license is advantageous
- Strong technological proficiency
Our Unique Offering
By choosing DFSIN South Western Ontario, you are selecting the stability of Desjardins, supported by a multi-disciplinary team of financial professionals. You will have the liberty to select solutions from leading Canadian insurers and mutual fund companies while enjoying:
- Attractive incentives for advisors transitioning existing client portfolios
- Dynamic leadership and access to a supportive professional community
- Continuous business development assistance
- Available office or workstation support with administrative help
Join a Winning Team
Are you interested in becoming part of our team? Our multi-disciplinary group is ready to collaborate with you as you assist your clients in reaching their full potential. Be part of a distinctive professional culture where you can share ideas and best practices with colleagues.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network, along with its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, forms a distribution network for financial products and services that emphasizes wealth management. We provide personalized support to help you navigate your wealth management needs through various life stages. Whether you have significant plans ahead or are facing unexpected challenges, the 1,500 independent advisors affiliated with our network are here to guide you in making informed financial decisions. You can depend on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefiting from the expertise of our multidisciplinary team and enjoying the freedom offered by our multi-supplier approach.
Take the Next Step in Your Career
We appreciate all applicants for their interest; however, only those under consideration will be contacted. Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
Join a Network Committed to Your Success
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you will be part of a network dedicated to a singular mission: to advance both you and your clients. Enjoy the best of both worlds: the freedom to develop your own client base while being part of an established network that is committed to your success.
You can provide your clients with unbiased advice and access a broad range of curated investment and insurance products. If you are looking to expand your business through acquisition or to transition your client portfolio, we can assist.
We are a growing, dynamic network of 1,500 independent advisors focused on wealth management.
Supported by the strength and reputation of Desjardins, North America's leading financial cooperative, DFSIN opens the door to exciting opportunities to help unlock your potential.
Join our Team at DFSIN South Western Ontario today.
