Experienced Financial Advisor/Planner
Are you ready for change, flexibility, and the chance to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work‑life balance and quality lifestyle you deserve, all while being your own boss.
At Desjardins Financial Security Independent Network South Western Ontario you’re more than just an advisor – you’re your own boss who benefits from the strength of our Desjardins partnership. As a full‑service financial services provider with access to multiple insurers and investment fund providers, we empower advisors to tailor solutions to their clients’ unique needs.
Requirements
Minimum two years experience as a Financial Advisor or Financial Planner
Proven sales track record
Demonstrated ability to develop, build and maintain strong client relationships
Excellent communication skills
Empathetic to clients’ needs
Ability to analyze data and individual circumstances and recommend customized solutions
Mutual Funds licence required (IFIC or CSC)
A valid life licence is an asset
Strong technological skills
Our Distinctive Offer
When you choose DFSIN South Western Ontario, you’re choosing Desjardins’ stability, backed by support from a multi‑disciplinary team of financial professionals. You’ll have the freedom to choose solutions from leading Canadian insurers and mutual fund companies while benefitting from:
Attractive incentives for advisors transitioning existing books of business
Dynamic leadership and access to a supportive community of professionals
Ongoing business development support
Available office or workstation support with administrative assistance
Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.