Talent.com
Desjardins Financial Security Independent Network - Southwestern Ontario
Experienced Financial Advisor/PlanneDesjardins Financial Security Independent Network - Southwestern Ontario • Windsor, Ontario, Canada
Experienced Financial Advisor/Planne

Experienced Financial Advisor/Planne

Desjardins Financial Security Independent Network - Southwestern Ontario • Windsor, 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.

Create a job alert for this search

Experienced Financial Advisor/Planne • Windsor, Ontario, Canada

Similar jobs

Financial Planner - Wealth Management

BDO CanadaWindsor, Windsor, CA
Full-time

Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Show more

 • Promoted

Financial Advisor

RBCTecumseh, Essex County, CA
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

 • Promoted

Investment Sales Financial Planner Role

ScotiabankWindsor, Windsor, CA
Full-time

Make an impact in the financial services industry as a Financial Planner with Scotiabank.Engage with mass affluent clients while delivering bespoke financial strategies.As part of the rebranded Sco... Show more

 • Promoted

Financial Planner - Leamington

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

Join Our Team as a Financial Planner.Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on mak... Show more

 • Promoted

Investment Advisor

CI FinancialWindsor, ON, Canada
Full-time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Show more

 • Promoted

Senior Financial Advisor — Holistic Financial Planner

ScotiabankWindsor, ON, CA
Full-time

A leading financial institution is looking for a Senior Financial Advisor in Windsor, Ontario.In this role, you will build lasting relationships with customers, developing personalized financial st... Show more

 • Promoted

Senior Financial Advisor: Build Holistic Plans

ScotiabankWindsor, ON, CA
Full-time

A leading financial institution is seeking a Senior Financial Advisor in Windsor, Ontario.This role is pivotal in delivering exceptional service by understanding customer needs and providing tailor... Show more

 • Promoted

Experienced Financial Advisor Specializing in Wealth Management Solutions

Motor City Community Credit UnionWindsor, ON, CA
Full-time

Lead the way in wealth management as an experienced Financial Advisor.Foster lasting relationships, create financial strategies, and navigate clients through their investment journeys.We seek an ac... Show more

 • Promoted

Wealth Management Advisor — Build Trusted Financial Plans

Motor City Community Credit UnionWindsor, ON, CA
Full-time +1

A financial services organization in Windsor is looking for a Financial Advisor in Wealth Management to develop client relationships and offer tailored investment advice.Ideal candidates should hav... Show more

 • Promoted

TD Wealth Financial Planner Opportunity

TDWindsor, Windsor, CA
Full-time

Drive financial success as a Financial Planner with TD Wealth in Windsor, Ontario.Focus on client relationships and strategic advisory to support financial ambitions.In the Financial Planner role a... Show more

 • Promoted

Financial Planner - Windsor, ON

TDWindsor, Windsor, CA
Full-time

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... Show more

 • Promoted

Join TD Wealth as Financial Planner

TDWindsor, Windsor, Canada
Full-time

Shape financial futures as a Financial Planner at TD Wealth in Windsor, Ontario.This position emphasizes client collaboration, financial program evaluation, and mentorship.As a Financial Planner at... Show more

 • Promoted

Financial Advisor - Wealth Management

Motor City Community Credit UnionWindsor, ON, CA
Full-time +1

As a valued member of our team, you will experience a workplace that is diverse, stimulating and rewarding.Our interactions with our members are based on respect and integrity, ensuring that Motor ... Show more

 • Promoted

Wealth Planner: Help Clients Achieve Financial Goals

TDWindsor, ON, CA
Full-time

A leading financial institution is seeking a Financial Planner to empower clients through holistic financial planning.The role involves understanding clients' financial objectives and developing ta... Show more

 • Promoted

Financial Planner for Mass Affluent Clients

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

Transform the financial futures of mass affluent clients as a Financial Planner.This role emphasizes holistic financial advice and relationship building to help clients achieve their aspirations.We... Show more

 • Promoted

Financial Advisor with Sun Life

Sun LifeWindsor, Windsor, CA
Full-time

Become a Financial Advisor with Sun Life in Windsor Essex/Kent, where you can build lasting relationships and help clients achieve financial stability.Enjoy unlimited income potential and a purpose... Show more

 • Promoted

Financial Planner - Windsor, ON

TD BankWindsor, ON, CA
Full-time

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie... Show more

 • Promoted

Senior Financial Advisor Focused on Holistic Client Solutions

ScotiabankWindsor, ON, CA
Full-time

Join as a Senior Financial Advisor and provide holistic financial solutions to customers.Your expertise in building relationships and personalized strategies will make a substantial impact.In this ... Show more

 • Promoted

Proactive Financial Advisor Role

ScotiabankWindsor, Windsor, CA
Full-time

Drive financial success for customers as a proactive Financial Advisor focused on tailored solutions.Engage clients deeply to help them achieve financial stability in an inclusive environment.In th... Show more

 • Promoted

Investment Advisor - CI Financial

CI Financialwindsor, on, ca
Full-time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Show more