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Finance jobs in Canada

Financial Advisor Team Member

Desjardins Financial Security Independent Network - Ottawa #118

Ottawa
On-site
CAD 40,000 - 80,000
30+ days ago
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Chief Financial Officer (CFO)

AGENTIS CAPITAL

Vancouver
On-site
CAD 120,000 - 180,000
30+ days ago

Senior Accountant

Shift4

Toronto
On-site
CAD 60,000 - 80,000
30+ days ago

Gameplay Animator

2K

Burnaby
On-site
CAD 60,000 - 90,000
30+ days ago

Senior Consultant- Technology Risk- Assurance

Ernst & Young Advisory Services Sdn Bhd

Calgary
On-site
CAD 80,000 - 110,000
30+ days ago
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Global Technical Service Advisor, Power Sports Vehicles

Bombardier Recreational Products Inc.

Sherbrooke
Hybrid
CAD 50,000 - 70,000
30+ days ago

Financial Planner, Investment and Retirement Planning

RBC

Prince Albert
On-site
CAD 60,000 - 90,000
30+ days ago

Data Protection Specialist

Fidelity Canada

Toronto
Hybrid
CAD 70,000 - 90,000
30+ days ago
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Sr. Advisor, Consumer Solutions Consulting

TransUnion

Toronto
Hybrid
CAD 100,000 - 130,000
30+ days ago

SUN LIFE Financial Advisor

Financière Sun Life

Sarnia
On-site
CAD 40,000 - 80,000
30+ days ago

CRYPTANALYST | CRYPTO-SCIENTIST

Communications Security Establishment (CSE)

Ottawa
On-site
CAD 78,000 - 106,000
30+ days ago

Customer Experience Associate

TD

Kamloops
On-site
CAD 60,000 - 80,000
30+ days ago

Software Development Engineer II (SDE II)

Amazon Development Centre Canada ULC

Vancouver
On-site
CAD 114,000 - 192,000
30+ days ago

Social Worker

Vancouver Coastal Health

Sechelt
On-site
< CAD 1,000
30+ days ago

Cuisinier.ère

Place aux Jeunes

Shawinigan
On-site
CAD 60,000 - 80,000
30+ days ago

Adjoint (Sur lieu de travail)

NATIONAL BANK OF CANADA

Niagara Falls
On-site
CAD 40,000 - 60,000
30+ days ago

Retail Assistant Manager P / T

Showcase

Penticton
On-site
CAD 30,000 - 60,000
30+ days ago

Financial Reporting Analyst

Treewalk Consulting Inc.

Vancouver
Remote
CAD 90,000
30+ days ago

Senior Financial Data Analyst

TradingScreen

Montreal
On-site
CAD 80,000 - 120,000
30+ days ago

Gestionnaire marketing – Équipe de marque mondiale, jouets de construction

Mattel

Montreal
On-site
CAD 70,000 - 90,000
30+ days ago

Dealership Controller (Go Kia West)

Go Auto

Coquitlam
On-site
CAD 80,000 - 120,000
30+ days ago

Adjoint(e) de direction – Finances, TI et administration

Lavery Avocats

Sherbrooke
On-site
CAD 60,000 - 80,000
30+ days ago

2024 Summer Student Program

Workplace Safety and Insurance Board

Ontario
On-site
CAD 80,000 - 100,000
30+ days ago

Full Time Residential Counsellor - Rover

Tamir Foundation

Ottawa
On-site
CAD 40,000 - 55,000
30+ days ago

Privacy Specialist, Emerging Talent - Canada Remote

Coinbase

Canada
Remote
CAD 123,000
30+ days ago

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Financial Advisor Team Member
Desjardins Financial Security Independent Network - Ottawa #118
Ottawa
On-site
CAD 40,000 - 80,000
Full time
30+ days ago

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.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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