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Financial Planning Associate

2 months ago

Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time
Financial Planning Associate

We are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at Desjardins Financial Security Independent Network. As a Financial Planning Associate, you will be responsible for assisting clients in achieving their financial goals through personalized advice and strategic guidance.

Key Responsibilities:

  • Assist clients in understanding their financial situations and developing personalized financial plans.
  • Collaborate with team members to develop and implement financial plans for clients.
  • Stay up-to-date on industry trends and market developments to provide informed advice and recommendations.

Requirements:

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Strong interest in pursuing a career in financial planning and wealth management.
  • Excellent communication skills and ability to explain complex financial concepts in a clear and concise manner.

What We Offer:

  • Competitive salary plus commission structure with potential for significant earnings based on performance.
  • Comprehensive training and mentorship programs to support career development.
  • Opportunity to work with a growing firm and gain exposure to a wide range of financial products and services.

About Us:

Desjardins Financial Security Independent Network is a rapidly growing financial services firm dedicated to providing comprehensive wealth management and financial planning solutions to our clients. We are committed to helping individuals and families achieve their financial goals through personalized advice and strategic guidance.