Experienced Financial Advisor/Planner

Desjardins Financial Security Independent Network - Southwestern Ontario; Kitchener; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Office & admin support

Marketing assistance

Tech support

Succession planning

Job summary

Desjardins Financial Security Independent Network - Southwestern Ontario is seeking experienced Financial Advisors and Financial Planners who want greater independence, growth opportunities, and strong support from a national organization.

As an independent advisor, you’ll control your practice while gaining access to a broad platform, resources, and technology, plus a collaborative network focused on advisor success.

Qualifications

• 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.
• 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

Client relationship management

Business development

Communication skills

Education

Mutual Funds Licence (IFIC or CSC)

LLQP licence

Job description

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.

If you're ready to take your practice to the next level while maintaining your independence, we'd love to hear from you.

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.