Experienced Financial Advisor/Planner

Desjardins Financial Security Independent Network - Southwestern Ontario; Hamilton; On-site; CAD 60,000 - 90,000; Part time

Job summary

Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is seeking experienced Financial Advisors and Financial Planners who are looking for greater independence, business growth opportunities, and the support of a nationally recognized organization.

As an independent advisor, you'll maintain control of your practice while gaining access to a broad multi-supplier platform, business development resources, advanced technology, and a collaborative network dedicated to advisor

Qualifications

• 2+ years' experience as a Financial Advisor or Financial Planner.
• Proven success in business development and client relationship management.
• Strong communication and interpersonal skills.
• Client-focused approach with a commitment to delivering value.
• Mutual Funds Licence (IFIC or CSC) required.
• LLQP licence required.

Responsibilities

• Build, manage, and grow your advisory practice.
• Develop and maintain long-term client relationships.
• Deliver financial planning, wealth management, and insurance solutions.
• Conduct ongoing client reviews and needs assessments.
• Generate new business through referrals, networking, and prospecting.
• Maintain regulatory compliance and professional standards.

Skills

Business development

Client relationship management

Communication skills

Client-focused approach

Education

Mutual Funds Licence (IFIC or CSC)

LLQP licence

Job description

Experienced FinancialAdvisor

Experienced Financial Advisor / Financial Planner

Grow Your Practice. Stay Independent. Expand Your Opportunities.

Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is seeking experienced Financial Advisors and Financial Planners who are looking for greater independence, business growth opportunities, and the support of a nationally recognized organization.

As an independent advisor, you'll maintain control of your practice while gaining access to a broad multi-supplier platform, business development resources, advanced technology, and a collaborative network dedicated to advisor success.

What You'll Do

• Build, manage, and grow your advisory practice
• Develop and maintain long-term client relationships
• Deliver financial planning, wealth management, and insurance solutions
• Conduct ongoing client reviews and needs assessments
• Generate new business through referrals, networking, and prospecting
• Maintain regulatory compliance and professional standards

What We're Looking For

• Minimum 2 years' experience as a Financial Advisor or Financial Planner
• Proven success in business development and client relationship management
• Strong communication and interpersonal skills
• Client-focused approach with a commitment to delivering value
• Mutual Funds Licence (IFIC or CSC) required
• LLQP licence required

Why Join DFSIN Southwestern Ontario?

• Independence backed by a trusted Canadian financial organization
• Support transitioning and growing your book of business
• Access to a broad range of insurance and investment solutions
• Business development, marketing, and technology support
• Succession planning and long-term growth opportunities
• Collaborative network of experienced advisors and specialists
• Office and administrative support options available

With more than 1,500 independent advisors across Canada, DFSIN provides the resources, flexibility, and support to help advisors build thriving businesses and better serve their clients.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

DFSIN Southwestern Ontario is committed to fostering an inclusive and diverse workplace.