Experienced Financial Advisor/Planner

2 weeks ago

Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time
About the Opportunity

We are seeking a self-motivated and knowledgeable Financial Advisor/Planner to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario.

Key Responsibilities
  • Develop and maintain strong client relationships
  • Analyze data and individual circumstances to recommend customized solutions
  • Build and grow a book of business
  • Provide exceptional customer service and support
Requirements
  • Minimum two years experience as a Financial Advisor or Financial Planner
  • Proven sales track record
  • Mutual Funds licence required (IFIC or CSC)
  • A valid life licence is an asset
  • Strong technological skills
What We Offer
  • Attractive incentives for advisors transitioning existing books of business
  • Dynamic leadership and access to a supportive community of professionals
  • Ongoing business development support
  • Available office or workstation support with administrative assistance
About Us

Desjardins Financial Security Independent Network is a financial products and services distribution network that focuses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life's different stages.

We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management. Backed by the strength and reputation of Desjardins, North America's leading financial cooperative, we open the door to exciting opportunities to help unleash your potential.

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Unlock Your Potential as a Financial Services ProfessionalAbout the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our dynamic team at Desjardins Financial Security Independent Network South Western Ontario. As a Financial Services Professional, you will have the opportunity to work with a diverse range of...

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Unlock Your Potential as a Financial Services ProfessionalAbout the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our dynamic team at Desjardins Financial Security Independent Network South Western Ontario. As a Financial Services Professional, you will have the opportunity to work with a diverse range of...

  • Experienced Financial Advisor/Planner

    1 week ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    1 week ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Consultant/Strategist

    2 weeks ago

    Kitchener, Ontario, Canada the Ladders Full time

    About the RoleWe are seeking an experienced Financial Advisor/Planner to join our team at The Ladders. As a key member of our financial services team, you will be responsible for providing expert financial guidance and planning to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique...

  • Experienced Financial Consultant/Strategist

    2 weeks ago

    Kitchener, Ontario, Canada the Ladders Full time

    About the RoleWe are seeking an experienced Financial Advisor/Planner to join our team at The Ladders. As a key member of our financial services team, you will be responsible for providing expert financial guidance and planning to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique...

  • Financial Planner

    6 days ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Planner

    6 days ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Services Audit Manager

    2 weeks ago

    Kitchener, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled and experienced Audit Manager to join our Financial Services team. As an Audit Manager, you will be responsible for leading audit teams and delivering high-quality assurance services to our clients.Key ResponsibilitiesLead audit teams and manage audit engagements from planning to completionDevelop and maintain...

  • Financial Services Audit Manager

    2 weeks ago

    Kitchener, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled and experienced Audit Manager to join our Financial Services team. As an Audit Manager, you will be responsible for leading audit teams and delivering high-quality assurance services to our clients.Key ResponsibilitiesLead audit teams and manage audit engagements from planning to completionDevelop and maintain...

  • Financial Services Assurance Manager

    7 days ago

    Kitchener, Ontario, Canada financial-advisor Full time

    Join Our Team as an Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key Responsibilities:Develop and maintain...

  • Financial Services Assurance Manager

    7 days ago

    Kitchener, Ontario, Canada financial-advisor Full time

    Join Our Team as an Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key Responsibilities:Develop and maintain...

  • Financial Services Assurance Manager

    5 days ago

    Kitchener, Ontario, Canada financial-advisor Full time

    Job Opportunity: Assurance Manager - Financial Services OrganizationWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Your Key Responsibilities:Develop and...

  • Financial Services Assurance Manager

    5 days ago

    Kitchener, Ontario, Canada financial-advisor Full time

    Job Opportunity: Assurance Manager - Financial Services OrganizationWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Your Key Responsibilities:Develop and...

  • Audit Manager

    6 days ago

    Kitchener, Ontario, Canada financial-advisor Full time

    Join Our Team as an Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key Responsibilities:Develop and maintain...

  • Audit Manager

    6 days ago

    Kitchener, Ontario, Canada financial-advisor Full time

    Join Our Team as an Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key Responsibilities:Develop and maintain...

  • Audit Manager

    6 days ago

    Kitchener, Ontario, Canada financial-advisor Full time

    Join Our Team as an Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key Responsibilities:Develop and maintain...

  • Audit Manager

    6 days ago

    Kitchener, Ontario, Canada financial-advisor Full time

    Join Our Team as an Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key Responsibilities:Develop and maintain...

  • Financial Planner

    4 days ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Planner

    5 days ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...