Drive growth and develop lasting client relationships with a leading financial firm. As a Financial Advisor, leverage your expertise to deliver tailored financial strategies and an exceptional client experience.

This full-time role focuses on business development and comprehensive client management. The successful candidate will use their consultative skills to guide clients through financial planning, investment, and wealth management solutions. Team-oriented work with internal specialists will ensure clients receive integrated strategies across retirement, insurance, and taxation sectors.

Key Responsibilities:
• Generate new business through outreach and marketing
• Conduct discovery meetings to understand client needs




• Prepare and present comprehensive financial strategies
• Serve as the primary advisor for a dedicated client portfolio
• Drive organic growth through referrals and networking

Requirements:
• Valid Life Insurance and Mutual Fund Licenses
• Proven success in sales and relationship management
• Excellent communication and negotiation skills
• Bilingual in English and French
• CFP designation preferred

Utilize your financial acumen to significantly impact clients' financial well-being and the firm's growth.
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📌 Expert Financial Advisor in Growth (Quebec City)
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Quebec City