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Desjardins Financial Security Independent Network - Southwestern Ontario
Financial Advisor/Planner Role at DFSINDesjardins Financial Security Independent Network - Southwestern Ontario • Winnipeg, Canada
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Financial Advisor/Planner Role at DFSIN

Financial Advisor/Planner Role at DFSIN

Desjardins Financial Security Independent Network - Southwestern Ontario • Winnipeg, Canada
3 days ago
Job type
  • Full-time
Job description
Join Desjardins Financial Security Independent Network as a Financial Advisor/Planner in South Western Ontario. Enjoy a flexible career while building your own lucrative practice with substantial support.

At DFSIN, we are expanding our entrepreneurial team and seeking self-motivated individuals with applicable experience. This position empowers you to tailor solutions for clients using diverse financial products from multiple insurers. Enjoy a collaborative culture where you can exchange ideas and grow your practice effectively.

Key Responsibilities: • Develop strong client relationships to understand their financial goals • Create customized financial plans based on client data analysis • Utilize advanced technology for client interaction and support • Access ongoing business development initiatives • Collaborate with a supportive network of 1,500 independent advisors

Requirements: • At least two years as a Financial Advisor or Planner • Proven sales proficiency in financial services • Regulatory Mutual Funds licence (IFIC or CSC) required • Excellent communication and empathetic skills • Life licence (LLQP) considered an asset

Harness your financial expertise and entrepreneurial spirit with DFSIN to support clients in reaching their financial aspirations. #J-18808-Ljbffr
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Financial Advisor/Planner Role at DFSIN • Winnipeg, Canada

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