Business Development Representative

3 weeks ago


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

About Desjardins Financial Security Independent Network

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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, DFSIN opens the door to exciting opportunities to help unleash your potential.

Our mission is to empower you and your clients with unbiased advice and access to a broad and curated shelf of investment and insurance products. Whether you're looking to grow your business by acquisition or to sell your book of business, we can help.

Compensation

The estimated annual salary for this position is $60,000 - $100,000 depending on experience and performance. As an independent advisor, you will have the opportunity to build your own book of business and benefit from the strength of our partnership.

About the Role

  • Job Title: Finance Specialist Intern
  • Location: South Western Ontario
  • Job Type: Full-time
  • Experience: 1-2 years in finance or related field

Key Responsibilities:

  1. Analyze data and individual circumstances to recommend customized solutions
  2. Develop and maintain relationships with clients
  3. Provide expert advice on investment and insurance products
  4. Stay up-to-date on industry trends and best practices

Benefits

  • Competitive compensation package
  • Opportunity to build a successful business
  • Access to a broad and curated shelf of investment and insurance products
  • Dynamic leadership and support from experienced professionals
  • Available office or workstation support with administrative assistance

Required Skills and Qualifications

  • Valid life licence (an asset)
  • Excellent communication and interpersonal skills
  • Able to work independently and as part of a team
  • Strong analytical and problem-solving skills


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