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Desjardins Financial Security Independent Network - Southwestern Ontario
Experienced Financial Advisor/PlannerDesjardins Financial Security Independent Network - Southwestern Ontario • Toronto, Canada
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Experienced Financial Advisor/Planner

Experienced Financial Advisor/Planner

Desjardins Financial Security Independent Network - Southwestern Ontario • Toronto, Canada
23 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.

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 advisors to tailor solutions to their clients’ unique needs.

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

Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.

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Experienced Financial Advisor/Planner • Toronto, Canada

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