Financial Advisor Team Member

Desjardins Financial Security Independent Network - Ottawa #118; Ottawa; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a leading financial services organization as a financial advisor in Ottawa. This role offers a unique opportunity to build a successful business practice with the support of a multi-billion dollar organization, providing comprehensive training and development. Ideal candidates are results-driven, possess strong networking skills, and are eager to help clients achieve their financial goals.

Benefits

Comprehensive training programs

No initial technology costs

Career development support

Access to advanced technology and tools

Ongoing professional education

Qualifications

• Driven individuals with a background in sales, retail, or customer service.
• Willingness to obtain necessary licenses and pursue ongoing professional development.
• Ability to network effectively and utilize social media for lead generation.

Responsibilities

• Meeting with clients to develop financial plans.
• Marketing and promoting services to attract clients.
• Working independently and collaboratively within a team.

Skills

Sales

Customer Service

Networking

Self-management

Education

CFP designation

Job description

Are you looking for a new career and are excited by the limitless opportunities the financial services industry has to offer? What’s holding you back? Take control of your life, determine your own success, and achieve financial independence. Enjoy the work-life balance and quality lifestyle you deserve and desire.

Let's talk. It's an exciting time to join us!

At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth, we are looking for highly motivated individuals to join our successful team in our Financial Centre in Ottawa. This is an opportunity for you to build a successful business practice alongside team members with the support of a multi-billion dollar organization.

About the Role

The anticipated salary range is between $40K - $80K plus bonus.

With our highly competitive, performance-based compensation structure, you can achieve unlimited earnings based on your efforts. This career as a financial advisor offers flexible work hours, varied tasks, the freedom to choose clients and areas of professional development.

Holding or working towards your CFP designation is advantageous. You will receive exceptional training and support to help build your skills, along with mentoring and ongoing recognition for your achievements. We seek individuals who are driven, possess self-management skills, and are eager to learn.

Role Responsibilities

The role involves meeting with clients to develop financial plans that help them achieve their financial security and dreams. As a professional, your service is financial security planning. You will also market and promote yourself and your team within your community to attract clients, supported by our balanced business model of independence and team support.

About You

• You are results-driven, have a positive attitude, are sociable, and dedicated to serving your clients' best interests.
• You are considerate, capable of building and maintaining client relationships, and enjoy helping people meet their financial goals.
• You have a track record in sales, retail, or customer service.
• You are willing to obtain necessary licenses and pursue ongoing professional development.
• You can network effectively and utilize social media to generate leads.
• You meet and exceed sales targets both individually and as part of a team.
• You are capable of working independently and collaboratively.
• You maintain a professional appearance and demeanor.
• You act as a brand ambassador, representing Desjardins professionally and aligning with our values.

Our Offer

We provide comprehensive training in both the financial centre and the field, including a multi-phase home office training program. Our goal is to ensure you develop high competency in providing financial advice.

• Pre-contract and ongoing training in prospecting, marketing, and sales techniques.
• No initial technology costs; no desk, back-office, internet, telephone, or administrative fees in your first year.
• Career development support with coaching, mentoring, and access to specialists.
• Ongoing professional education and resources to help you attain professional designations.
• Access to advanced technology and tools, available seven days a week.
• A broad portfolio of investment, mutual fund, and insurance products, with no proprietary product requirement.

Our experienced management and training team is committed to developing successful financial advisors from diverse backgrounds. Our core mission is to provide sound, comprehensive financial advice to our community through well-trained, professional advisors.

Desjardins Group is Canada's largest financial cooperative. DFSIN is a national network of over 1,800 financial advisors across the country, specializing in life and health insurance and investments. We are the preferred distributor for Desjardins Insurance. For more information, please visit our website.

We thank all applicants; however, only those selected for consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.