Talent.com
Experienced Financial Advisor/Planner
Experienced Financial Advisor/PlannerDesjardins Financial Security Independent Network - Southwestern Ontario • Hamilton, Ontario, Canada
Experienced Financial Advisor/Planner

Experienced Financial Advisor/Planner

Desjardins Financial Security Independent Network - Southwestern Ontario • Hamilton, Ontario, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Experienced Financial Advisor/Planner

Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.

Let’s talk. It’s an exciting time to join us!

At Desjardins Financial Security Independent Network South Western Ontario, you’re more than just an advisor – you’re your own boss who benefits from the strength of our Desjardins partnership. As a full-service financial services provider with access to multiple insurers and investment fund providers, we empower our advisors to tailor solutions to their clients’ unique needs. We value and respect your independence, offering unparalleled support and services and a commitment to professionalism.

Due to our exceptional growth, we’re seeking self-motivated and knowledgeable individuals to join our dynamic, entrepreneurial team at DFSIN South Western Ontario.

Requirements

  • Minimum two years experience as a Financial Advisor or Financial Planner
  • Proven sales track record
  • Demonstrated ability to develop, build and maintain strong client relationships
  • Excellent communication skills
  • Empathetic to clients’ needs
  • Ability to analyze data and individual circumstances and recommend customized solutions
  • Mutual Funds licence required (IFIC or CSC)
  • A valid life licence is an asset
  • Strong technological skills

Our Distinctive Offer

When you choose DFSIN South Western Ontario, you’re choosing Desjardins’ stability, backed by support from a multi-disciplinary team of financial professionals. You’ll have the freedom to choose solutions from leading Canadian insurers and mutual fund companies while benefitting from:

  • 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

Be Part of a Winning Team

Interested in joining our team? Our multi-disciplinary team is available to work and collaborate with you as you help your clients reach their full potential. Be part of a unique professional culture where you can exchange ideas and best practices with colleagues.

About Desjardins Financial Security Independent Network (DFSIN)

Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.

Apply Now

We thank all applicants for their interest, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.

Ready to take the next step in your career? Apply now and join us on this exciting journey!

Join a Network that’s Invested in You

When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further. And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success.

You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products. If you’re looking to grow your business by acquisition or to sell your book of business, we can help.

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, DFSIN opens the door to exciting opportunities to help unleash your potential.

Join our Team at DFSIN South Western Ontario today.

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

Créer une alerte emploi pour cette recherche

Experienced Financial Advisor/Planner • Hamilton, Ontario, Canada

Offres similaires

Financial Advisor — Client Relationships & Planning

CIBCMilton, Halton Region, CA
Temps plein

A financial services provider in Milton seeks a Financial Advisor to manage client portfolios and offer tailored financial advice.The candidate must have 1-3 years of experience, relevant certifica...Voir plus

 • Offre sponsorisée

Financial Advisor - Rymal & Upper Centennial

Accelerate Her Future®Hamilton, ON, CA
Temps plein

Financial Advisor - Rymal & Upper Centennial.Join our purpose‑driven, high‑performing culture at Accelerate Her Future® and help our 25 million customers build their futures.As an integral member o...Voir plus

 • Offre sponsorisée

Wealth Advisor: Mutual Funds & Planning

HMECUHamilton, ON, CA
Temps plein

A credit union serving healthcare and municipal sectors seeks an Investment Fund Representative to develop member relationships and provide mutual fund advice.This role emphasizes community engagem...Voir plus

 • Offre sponsorisée

Financial Advisor: Flexible Schedule, High-Earning Roles

Sun Life FinancialHamilton, Canada
Temps plein

A leading financial services firm is seeking a Financial Advisor in Hamilton, Ontario.This role involves building long-term relationships, providing financial advice, and helping Clients achieve fi...Voir plus

 • Offre sponsorisée

Paraplanner

Kestra Financial Independent AdvisorHamilton, Canada
Temps plein

Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors.Responsibilities include data gathering, modeling, case design, scenario...Voir plus

 • Offre sponsorisée

Maintenance Planner

Chudleigh'sMilton, Halton Region, CA
Temps plein +1

Posted Monday, April 6, 2026 at 4:00 AM.You can’t make the perfect apple pie without the right mix of ingredients, and you can’t make a great company without the right mix of people.For more than 5...Voir plus

 • Offre sponsorisée

Wealth Advisor: Build Your Own Advisory Practice

RBC Dominion SecuritiesHamilton, ON, CA
Temps plein

A leading financial services firm in Hamilton is seeking an experienced Investment Advisor to help clients achieve their financial goals.The ideal candidate will have strong problem-solving skills,...Voir plus

 • Offre sponsorisée

Entrepreneurship Advisor - Spanish Required

Cuso InternationalYork, On
Temps plein +1

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Join us in empowering Venezuelan mi...Voir plus

 • Offre sponsorisée • Nouvelle offre

Associate Advisor – Asset & Wealth Management

Trevor Frances RecruitmentHamilton, Ontario, .CA
Temps plein
Quick Apply

A well-established and growing wealth management practice is seeking a.Associate Advisor – Asset & Wealth Management.This opportunity is ideal for a driven, client-centric advisor who combines tech...Voir plus

Financial Advisor for Client Engagement

Canadian Imperial Bank of CommerceMilton, Halton Region, CA
Temps plein

Join as a Financial Advisor dedicated to enhancing client engagement through tailored financial advice in banking, investments, and estate planning.Build relationships and create growth opportuniti...Voir plus

 • Offre sponsorisée • Nouvelle offre

Client Service Associate - Hunter Mercantile

Hunter Mercantilehamilton, on, ca
Temps plein

Client Service Associate | High-Net-Worth Wealth Management.Are you a banking professional tired of the \"credit and lending\" grind? Or perhaps you’re at an independent firm looking for a clear, d...Voir plus

 • Offre sponsorisée

Strategic Wealth Planning Advisor

Meridian Credit UnionHamilton, ON, CA
Temps plein

A leading credit union in Ontario is seeking an Investment Planning Consultant to provide personalized advice and develop business opportunities.The ideal candidate should possess 3+ years of wealt...Voir plus

 • Offre sponsorisée

Banking Advisor

RBCMilton, Halton Region, CA
Temps plein

This is a unique position that calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.You help clients with their everyday banking, cred...Voir plus

 • Offre sponsorisée

Policy Advisor - C$71,984 - C$107,976 A Year - Remote

National Police Federation/Fédération de la Police NationaleHamilton, Canada
Télétravail
Temps plein

The Policy Advisor will provide advice, research, policy development, and recommendations.This role also supports the NPF working groups and task forces.Voir plus

 • Offre sponsorisée • Nouvelle offre

Financial Planner

TDHamilton, ON, CA
Temps plein

This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defin...Voir plus

 • Offre sponsorisée

Holistic Financial Planning Advisor

ScotiabankHamilton, ON, CA
Temps plein

Join as a Senior Financial Advisor, focusing on holistic customer relationships.Deliver tailored financial strategies that empower clients to achieve their goals through informed financial decision...Voir plus

 • Offre sponsorisée • Nouvelle offre

Financial Advisor Trainee — Launch Your Advisory Career

Sun LifeHamilton, ON, CA
Temps plein

A financial services company is seeking an Advisor Trainee in Hamilton, Ontario.This temporary role offers a unique opportunity to explore a rewarding career in financial advice.You will gain hands...Voir plus

 • Offre sponsorisée

Dynamic Wealth Management Advisor Assistant Enhancing Client Experiences

Webster FinancialHamilton, ON, CA
Temps plein

Serve clients effectively as a Wealth Management Advisor Assistant.Support financial advisors by handling inquiries, preparing reports, and managing schedules in this full-time, on-site role.This p...Voir plus