Senior Financial Consultant

2 weeks ago


Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time
Desjardins Financial Security Independent Network - Southwestern Ontario

We're seeking self-motivated and knowledgeable individuals to join our dynamic, entrepreneurial team as a Financial Advisor/Planner.


About the Role

As a full-service financial services provider with access to multiple insurers and investment fund providers, we empower our advisors to tailor solutions to their clients' unique needs.


Key Responsibilities

  • ​Minimum two years experience as a Financial Advisor or Financial Planner
  • Proven sales track record
  • Demonstrated ability to develop, build and maintain strong client relationships
  • Excellent communication skills
  • Empathetic to clients' needs
  • Ability to analyze data and individual circumstances and recommend customized solutions
  • Mutual Funds licence required (IFIC or CSC)
  • A valid life licence is an asset
  • Strong technological skills

Working with Us

When you choose Desjardins Financial Security Independent Network - Southwestern Ontario, you're choosing Desjardins' stability, backed by support from a multi-disciplinary team of financial professionals.


What We Offer

  • Attractive incentives for advisors transitioning existing books of business
  • Dynamic leadership and access to a supportive community of professionals
  • Ongoing business development support
  • Available office or workstation support with administrative assistance

Why Choose Us?

Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management.


Join Our Network

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.



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