Financial Planning Professional

6 days ago

Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as an Entry-Level Financial Advisor at Desjardins Financial Security Independent Network - ON Central. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized advice and strategic guidance.

Key Responsibilities
  • Financial Planning and Wealth Management: Develop a deep understanding of various financial products and services, including investment strategies, retirement planning, insurance, and estate planning.
  • Client Relationships: Work closely with clients to understand their financial goals, risk tolerance, and investment preferences, and build strong relationships through regular communication and proactive engagement.
  • Team Collaboration: Collaborate with team members to develop and implement personalized financial plans for clients.
  • Industry Knowledge: Stay updated on industry trends, market developments, and regulatory changes to provide informed advice and recommendations.
Requirements
  • Education: Bachelor's degree in Finance, Business, Economics, or a related field (or currently pursuing).
  • Communication Skills: Excellent communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • Self-Motivation: Self-motivated with a strong desire to learn and grow professionally.
  • Teamwork: Ability to work collaboratively in a team environment and thrive in a fast-paced, dynamic setting.
What We Offer
  • Competitive Compensation: Competitive salary plus commission structure with potential for significant earnings based on performance.
  • Comprehensive Training: Comprehensive training and mentorship programs to support career development.
  • Opportunities for Advancement: Supportive and collaborative work environment with opportunities for advancement and growth.

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