Desjardins Financial Security Independent Network - Southwestern Ontario
Financial Advisor/Planner Role at DFSIN
Job Description
Join Desjardins Financial Security Independent Network as a Financial Advisor/Planner in South Western Ontario. Enjoy a flexible career while building your own lucrative practice with substantial support.
At DFSIN, we are expanding our entrepreneurial team and seeking self-motivated individuals with applicable experience. This position empowers you to tailor solutions for clients using diverse financial products from multiple insurers. Enjoy a collaborative culture where you can exchange ideas and grow your practice effectively.
Key Responsibilities:
• Develop strong client relationships to understand their financial goals
• Create customized financial plans based on client data analysis
• Utilize advanced technology for client interaction and support
• Access ongoing business development initiatives
• Collaborate with a supportive network of 1,500 independent advisors
Requirements:
• At least two years as a Financial Advisor or Planner
• Proven sales prof...
At DFSIN, we are expanding our entrepreneurial team and seeking self-motivated individuals with applicable experience. This position empowers you to tailor solutions for clients using diverse financial products from multiple insurers. Enjoy a collaborative culture where you can exchange ideas and grow your practice effectively.
Key Responsibilities:
• Develop strong client relationships to understand their financial goals
• Create customized financial plans based on client data analysis
• Utilize advanced technology for client interaction and support
• Access ongoing business development initiatives
• Collaborate with a supportive network of 1,500 independent advisors
Requirements:
• At least two years as a Financial Advisor or Planner
• Proven sales prof...
Ready to Apply?
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