Financial Security Advisor

2 weeks ago


Toronto, 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 a Financial Security Advisor. As a Financial Security Advisor, you will be responsible for meeting with clients to understand their financial goals and develop personalized plans to help them achieve financial security.

You will have the opportunity to work with a wide range of clients, from individuals to families and businesses, and help them navigate the complex world of financial services. Our team provides comprehensive training and support to ensure your success, and you will have access to a wide range of resources and tools to help you build your business.

We are looking for individuals who are driven to succeed, possess excellent communication and interpersonal skills, and are able to build strong relationships with clients. If you are a results-oriented individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

Key Responsibilities

  • Meet with clients to understand their financial goals and develop personalized plans
  • Provide financial advice and guidance to clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry developments and trends
  • Meet and exceed sales targets

What We Offer

  • Comprehensive training and support
  • Access to a wide range of resources and tools
  • Opportunity to work with a wide range of clients
  • Competitive compensation and benefits package
  • Opportunity for career advancement

About Us

Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. We are committed to providing Canadians with sound comprehensive financial advice through our well-trained and professional financial advisors.

We have a highly motivated management and training team with over 80 years of combined experience in developing successful financial advisors from a variety of occupational backgrounds. Our core value proposition is to provide Canadians with sound comprehensive financial advice through our well-trained and professional financial advisors.



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