14 Sep
|
Desjardins Financial Security Independent Network - Southwestern Ontario
|
Canada
14 Sep
Desjardins Financial Security Independent Network - Southwestern Ontario
Canada
Become your own boss as an Experienced Financial Advisor/Planner with Desjardins Financial Security Independent Network in South Western Ontario. Experience a rewarding balance of flexibility and support as you build your own practice.This role empowers you with the resources to customize financial solutions tailored to your clients. As you foster strong relationships and provide valuable services, you will advantage from the stability and resources of Desjardins. Your communication skills and data analytical abilities will help you thrive in this client-focused environment.Key Responsibilities:
Craft personalized financial plans for clients
Establish and nurture strong relationships in your portfolio
Engage with advanced technology for streamlined processes
Transition existing clients and benefit from incentives
Work within a collaborative professional networkRequirements:
Two years of relevant experience in financial advising
Proven record in financial sales success
Mutual Funds license (IFIC or CSC) required
A valid life license is a bonus
Robust analytical abilities and excellent communicationSeize the chance to harness Desjardins' resources, allowing you to focus on client satisfaction and your practice’s growth in South Western Ontario.#J-18808-Ljbffr
📌 Financial Advisor Role With Flexibility London (Canada)
🏢 Desjardins Financial Security Independent Network - Southwestern Ontario
📍 Canada