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Client advisor Jobs in Windsor, ON

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Client advisor • windsor on

Last updated: 13 hours ago

Experienced Financial Advisor/Planne

Desjardins Financial Security Independent Network - Southwestern OntarioWindsor, Ontario, Canada
Full-time

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 inde...Show more

Personal Training Manager

Crunch Fitness CanadaWindsor, ON, CA
Full-time

Come join us and become part of the greatest growth story to ever be told in the fitness industry.Crunch is a gym that believes in making serious fitness fun by fusing fitness and entertainment whi...Show more

Coiffeur(se)

First Choice HaircuttersLasalle, ON, CA
Full-time

Vous cherchez un endroit où vous pourriez changer la vie des gens ? Vous êtes au bon endroit.Chez nous, une coupe de cheveux n'est pas seulement une coupe de cheveux, c'est une expérience, que vous...Show more

H&M Sales Advisor

H&MWindsor, Ontario, Canada
Part-time

As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with suppo...Show more

 • New!

Field Heavy Equipment Technician

BrandtWindsor, CA
Full-time

Brandt is currently seeking a Field Heavy Equipment Technician for our Construction & Forestry Windsor location.This position is responsible for the repair and maintenance of construction and fores...Show more

Benefits Advisor - Work From Home

HMG CareersWindsor, Ontario
Remote
Full-time
Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Show more

Bilingual (French/English) Insurance Advisor Home & Auto - Advice Centre

0000055739 RBC Insurance Agency Ltd.WINDSOR, Ontario, Canada
Full-time

This role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work.We will provide you with the tools, tra...Show more

Technical Project Manager Data Center (Remote)

RM Staffing B.V.Windsor, ON, CA
Remote
Full-time

Clients need a single point of contact who actually understands hardware, not just a relationship manager who has to relay every technical question.Projects span hardware deployment, structured cab...Show more

Client Advisor Intern

Royal Bank of Canada>WINDSOR, Canada
Part-time

At RBC, we value each person’s unique customer service style, and encourage you to bring your best to our clients every day.In this role, you provide financial advice to clients and find solutions ...Show more

Senior Full Stack Engineer

OutlierWindsor, Canada
Remote
Full-time

Outlier helps the world’s most innovative companies improve their AI agents by providing human feedback.We collaborate with leading AI organizations to train Large Language Models (LLMs) to functio...Show more

 • Promoted

Mortgage Specialist

Company 58 - Manulife Bank of CanadaWindsor, Ontario
Remote
Full-time

Are you someone who thrives in a busy role that engages both your analytical, problem-solving skills and customer-focused approach? Do you enjoy establishing relationships and offering financial so...Show more

Financial Advisor - Ambassador Plaza, Windsor

ScotiabankWindsor, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures – where they can be themselves, and win tog...Show more

Licensed Sales Broker

10103 HUB International Canada Holding LimitedWindsor, ON
Full-time

Windsor, ON - We offer in-office and.HCC) is a leading insurance contact center in Canada.Our technology-driven and digital expertise is unique, making us an industry trailblazer.In 2021, HUB won t...Show more

Senior Process Mechanical Engineer - Water/Wastewater

StantecWindsor, ON
Full-time +1

Communities everywhere share the need for clean water.And as they work to meet that need, they’re facing new, more complex challenges every day.Our water professionals collaborate to contribute inn...Show more

Developing Investment Advisor

The Toronto-Dominion Bank (Canada)Windsor, Ontario
Full-time

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.TD Wealth Private Investment Advi...Show more

Curriculum Advisor (TVET Mining)

Cuso InternationalWindsor, Ontario
Permanent

This Volunteer Placement is located in:.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is seeking a candidate who is enthusiastic about joining the Volunteering...Show more

 • Promoted

Financial Advisor

0000050007 Royal Bank of Canada3205 HOWARD AVE:WINDSOR
Full-time

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them.You provide your...Show more

Personal Insurance Sales Advisor

Hub InternationalWindsor, ON
Full-time

Ignite Your Insurance Career with HUB – Join Us as a Personal Lines Insurance Advisor.Are you a self-starter with a passion for sales and a drive to succeed in the insurance industry? HUB Internati...Show more

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaWindsor, Ontario
Remote
Full-time

At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our...Show more

People also ask
Experienced Financial Advisor/Planne

Experienced Financial Advisor/Planne

Desjardins Financial Security Independent Network - Southwestern OntarioWindsor, Ontario, Canada
30+ days ago
Job type
  • Full-time
Job description

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.