Advance your career as a Financial Planning Advisor with Desjardins Financial Security in Markham, ON. This full time hybrid role allows you to balance in-office and remote work while offering tailored financial solutions to clients.

As a Financial Advisor, your mission will be to understand your clients' financial needs and craft personalized retirement and investment strategies. Ensure compliance with industry regulations, build trust through excellent client communication, and leverage your analytical skills to deliver effective financial advice. This role is perfect for those looking to grow within a supportive and resource-rich environment.

Key Responsibilities:
• Design comprehensive financial plans addressing client needs
• Cultivate and maintain long-term relationships with clients




• Provide expert advice on a wide range of financial solutions
• Ensure compliance with industry regulations constantly
• Efficiently use financial software for client planning

Requirements:
• Certified Financial Planner (CFP) or working towards it
• Proficiency in Financial Planning and Retirement strategies
• Strong decision-making and analytical abilities
• Excellent communication and relationship-building skills
• Preferred Bachelor’s degree in Finance or a related field

Utilize your financial planning expertise alongside Desjardins’ trusted resources to help clients achieve their goals in Markham.
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📌 Financial Planning Advisor - Markham Hybrid (Ontario)
🏢 Desjardins Financial Security Independent Network
📍 Ontario