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Independent Financial Advisors
3 weeks ago
Company Description
Desjardins Financial Security Independent Network, along with SFL Wealth Management, forms a trusted financial products and services distribution network specializing in wealth management. With over 1,500 independent advisors, the network provides personalized support to help clients navigate different life stages and achieve financial goals. Backed by the strength and reliability of Desjardins, Canada's leading co-operative financial group, we combine multidisciplinary expertise with the flexibility of a multi-supplier offering. Advisors benefit from a collaborative environment designed for long-term growth and professionalism.
Role Description
This is a full-time on-site role based in Toronto, ON, for an Independent Financial Advisor. In this role, you will provide personalized financial planning services tailored to clients' needs, including investment strategies, insurance planning, and wealth management solutions. You will build and maintain strong client relationships, identify opportunities for growth, and offer guidance to help clients achieve their financial goals. Working within a supportive and resourceful network, you will act as both a trusted advisor and a proactive business developer.
Qualifications
- Financial Planning and Investment Strategy skills
- Client Relationship Management and Consultation skills
- Life Insurance and Wealth Management expertise
- Networking and Business Development skills
- Ability to work independently with strong organizational and time management skills
- Relevant licenses such as CFP, CLU, or equivalent (preferred)
- Excellent communication and interpersonal skills
- Previous experience in financial services or similar fields is an asset
