Financial Advisor Team Member

6 months ago

Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

Financial Advisor Team Member 

Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. 

Let's talk. It's an exciting time to join us

At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth, we are looking for highly motivated individuals to join our successful team in our Financial Centre in Ottawa. Here is an opportunity for you to build a successful business practice alongside team members with the help of a multi-billion dollar organization.

About the Role                                           

The anticipated salary range is between $40K - $80K plus bonus.

With our highly competitive and unique, performance-based compensation structure you can achieve unlimited earnings you work so hard for. This is an excellent opportunity for an individual that is results oriented and wants to contribute to a high activity team and be rewarded for their efforts. A career as a financial advisor offers you flexible work hours, varied tasks, freedom to choose clients and areas of professional development in which you wish to specialize. 

Holding or working towards your CFP is advantageous. You will receive exceptional training and support to help build your development, mentoring, and ongoing recognition for your achievements. We are looking for individuals who are driven to be successful, possess self-management skills, and are willing to learn. 

The role of a financial advisor involves meeting with people to put a plan in place to help them achieve their financial security and realize their dreams. As a professional, your service to the public is financial security planning. As a business person, you have to market and promote yourself and your team in your community as any other professional service provider in order to meet potential clients. With Desjardins Financial Security Independent Network we provide you a business model that is balanced between independence and team support.

About You

You are a results - driven individual, have a great attitude, are sociable and dedicated to serving your clients in their best interest and you always consider the facts objectively and carefully before arriving at a conclusion. You are considerate, able to build and maintain client relationships and love helping people by providing advice and solutions to meet their goals and dreams to achieve financial security.  

Competencies

  • Track record in a direct sales, retail or customer service environment
  • Willing to obtain licence(s) and pursue training/professional development as required
  • Ability to network, utilize social media to source, generate and acquire new client leads
  • Meet and exceed both individual and team sales targets
  • Capable of working independently and in a team environment
  • Professional appearance and demeanor
  • Act as a brand ambassador representing Desjardins professionally and in accordance with company's value proposition.

Our Offer

As an organization we recognize how important effective and thorough training is to becoming a successful business professional. We offer comprehensive training that takes place in the financial centre and in the field. We also offer our multi-phase home office training program delivered to you by training specialists. Our key training goal is to ensure that you will have a high level of competency in providing financial advice to your clients.

  • Pre-contract and continuing training to become competent and self-sufficient in prospecting, marketing concepts, and sales approaches
  • Reduced technology costs in your first year; no desk fees, back office, internet, telephone or administrative fees
  • Career Development Support & Resources: coach/mentor,a team of specialists at your disposal 
  • Ongoing professional development, continuing education credits, initiatives and resources leading to professional designations that will help you realize your potential
  • Advanced technology: access to tools, resources, and technical assistance if needed seven days a week; almost everything is done electronically
  • A complete portfolio of investment/mutual fund and insurance companies (including all major banks); no propriatary product requirement.

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 people in our community with sound comprehensive financial advice through our well trained and professional financial advisors.

Today, Desjardins Group is the largest financial cooperative in Canada. Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New Brunswick, the network has more than 1,800 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance. More information on www.dfsin.ca.

We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

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