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 profici...
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 profici...