Experienced Financial Advisor/Planner Opportunity

1 month ago


Windsor, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time
About the Role

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 unbiased advice to clients
  • Collaborate with a multidisciplinary team of financial professionals
Requirements
  • Minimum two years experience as a Financial Advisor or Financial Planner
  • Proven sales track record
  • Excellent communication skills
  • 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 Desjardins Financial Security Independent Network

Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life's different stages.

Whether you've got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.



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