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Insurance/Wealth Advisor

4 hours ago

Markham, Ontario, Canada Desjardins Financial Security Independent Network Full time

Company Description

Desjardins Financial Security Independent Network, along with SFL Wealth Management in Quebec and New Brunswick, is a renowned financial products and services distribution network specializing in wealth management. Our network of 1,500 independent advisors provides personalized support to clients during different stages of life, helping them make informed financial decisions. As part of Desjardins, Canada's leading cooperative financial group, we combine the reliability and strength of our organization with the expertise of a multidisciplinary team. Clients benefit from a multi-supplier offering and tailored strategies to meet their unique financial needs.

Role Description

This is a full-time hybrid position based in Markham, ON, offering the flexibility to work both remotely and on-site. Insurance/Wealth Advisors will work with clients to evaluate their financial and insurance needs, create tailored financial strategies, and ensure optimal solutions for wealth management and insurance coverage. Advisors will provide guidance on investment and insurance products, build trusted client relationships, and maintain high standards of professionalism. Additionally, Advisors will collaborate with industry professionals and continuously stay updated on market trends and product knowledge.

Qualifications

  • Proficiency in Insurance, Insurance Brokerage, and related financial products
  • Knowledge of Finance and Wealth Management principles
  • Strong Communication and Customer Service skills to effectively engage with clients and understand their needs
  • Ability to analyze financial data and develop strategic plans
  • Proven sales and relationship-building abilities
  • Life License Qualification Program (LLQP) certification is preferred
  • Experience in the financial or insurance sector is an asset
  • Highly motivated, organized, and able to work independently or collaboratively