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 setting. 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
Robust 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.

📌 Financial Planning Advisor Markham Hybrid
🏢 Desjardins Financial Security Independent Network
📍 Markham