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Financial Advisor
4 months ago
Financial Advisor
Our financial centre is looking for someone who wants unlimited earning potential, great work life balance and the opportunity to be their own boss. Is this you?
The Profession
You will play a pivotal role in helping clients safeguard their financial well-being by offering appropriate investments and comprehensive life and health insurance solutions. You will serve as a trusted advisor, guiding clients through the planning process and recommending suitable policies and products to solidify their financial future and protect against unforeseen risks.
Our Business Model
As a business person, you understand the importance of increasing revenue while managing expenses. We recognize the need for effective business management and marketing to attract new clients within your community. At Desjardins Financial Security Independent Network, we offer a very supportive yet independent model, ensuring your personal success in building and maintaining a thriving practice.
Our network offers:
- Access to multiple insurers and over 60 investment fund companies giving you the confidence to offer the best financial solutions to your clients
- Financial and advisory support in purchasing books of business
- Succession planning and pricing assistance when it comes time to sell your book of business
- A competitive commission compensation structure and immediate vesting
Marketing
- Dedicated marketing consultants support you in advertising, client seminars, web/social media, etc. Design layout, content editing and compliance verification are also part of the service
- A personalized monthly web-based newsletter for clients/prospects
- Turn-key lead generation programs based on current consumer interests in the marketplace
Learning
- Access to a multi-disciplinary team and qualified experts such as lawyers from our Elite Case Team
- Frequent presentations on products, marketing and sales theory highlighting our customizable marketing material
Applicant Qualifications
We require the following criteria from applicants:
- Life insurance licence and/or mutual fund licensed, or in the process of completion
- High level of integrity, professionalism, and ethical conduct
- Proven ability to identify and develop new business opportunities/prospect
We are looking for people who are:
- Entrepreneurial
- Problem solvers
- Out-going
- Committed to quality
- Hard working
- Professional
- Service oriented
- Computer literate
- Committed to continuing education and personal development
- Experienced in sales
About Us
The success of Desjardins Financial Security Independent Network (DFSIN) is supported by the financial stability of Desjardins Insurance1, an arm of the Desjardins Group, which is the largest cooperative financial group in Canada with assets of more than $407.1 billion*. Desjardins Insurance ranks among the leading Canadian financial institutions.
Our strategic alliance with Desjardins Insurance contributes to the sustained growth of our network. It allows us to rank as a leading distributor in Canada's financial services industry.
1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
* Financial reporting as at June 2023
Interested candidates are invited to apply directly to Sam Luong, Managing Director by email at sam.luong@dfsinmarkham.ca.
We thank all applicants, however, only those under consideration will be contacted. Desjardins Financial Security Indepepndent Network is an equal opportunity employer.
