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Experienced Financial Advisor/Planner

2 months ago

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

We are seeking a self-motivated and knowledgeable Financial Advisor/Planner to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario.

Key Responsibilities
  • Develop and maintain strong client relationships
  • Analyze data and individual circumstances to recommend customized solutions
  • Build and grow a book of business
  • Provide exceptional customer service and support
Requirements
  • Minimum two years experience as a Financial Advisor or Financial Planner
  • Proven sales track record
  • Mutual Funds licence required (IFIC or CSC)
  • A valid life licence is an asset
  • Strong technological skills
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
About Us

Desjardins Financial Security Independent Network is a financial products and services distribution network that focuses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life's different stages.

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, we open the door to exciting opportunities to help unleash your potential.