Experienced Financial Services Professional

4 weeks ago

Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time
Job Description:

We are seeking an experienced Financial Advisor to join our dynamic team at Desjardins Financial Security Independent Network - ON Central.

Job Summary:

We are looking for a seasoned Financial Advisor to help our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning.

Key Responsibilities:

  • Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
  • Develop and present personalized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning.
  • Implement investment strategies in accordance with clients' objectives and monitor portfolio performance.
  • Provide ongoing financial guidance and advice to clients, adapting strategies as their circumstances and goals evolve.
  • Stay abreast of market trends, economic developments, and regulatory changes to inform investment decisions and client recommendations.
  • Cultivate and maintain strong client relationships through regular communication and proactive engagement.

Requirements:

  • Minimum of 2 years of experience as a Financial Advisor or similar role in the financial services industry.
  • Proven track record of successfully managing client relationships and delivering financial planning services.
  • Strong understanding of investment products, financial markets, and wealth management strategies.
  • Excellent communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
  • Proficiency in financial planning software and tools.

What We Offer:

  • Competitive commission package based on experience and base clientele
  • Performance-based incentives and bonuses
  • Professional development opportunities and support for continuing education including CFP and other industry recognized designations
  • Collaborative and supportive work environment with opportunities for growth and advancement

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