Experienced Financial Advisor / Planne

Desjardins Financial Security Independent Network - Southwestern Ontario; Kitchener; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent financial services network in Kitchener is seeking an Experienced Financial Advisor/Planner to build their own practice with comprehensive support. The role offers flexibility, independence, and the chance to provide personalized financial solutions. Candidates should have at least two years of financial advisory experience and strong interpersonal skills. Join a dynamic team with a commitment to professionalism and wealth management.

Benefits

Attractive incentives for transitioning clients

Dynamic leadership support

Ongoing business development support

Office or workstation support with administrative assistance

Qualifications

• 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.

Responsibilities

• Build and manage your own client portfolio.
• Provide tailored financial solutions based on individual client needs.

Skills

Sales skills

Client relationship management

Communication

Empathy

Data analysis

Technological skills

Education

Mutual Funds license (IFIC or CSC)

Life license

Job description

Job Description

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.