Experienced Financial Advisor/Planner (Ontario)

Experienced Financial Advisor/Planner (Ontario)

08 Oct
|
Desjardins Financial Security Independent Network - Southwestern Ontario
|
Ontario

08 Oct

Desjardins Financial Security Independent Network - Southwestern Ontario

Ontario

Experienced Financial Advisor / Financial Planner
Grow Your Practice. Stay Independent. Expand Your Opportunities.
Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is seeking experienced Financial Advisors and Financial Planners who are looking for greater independence, business growth opportunities, and the support of a nationally recognized organization.

As an independent advisor, you'll maintain control of your practice while gaining access to a broad multi-supplier platform, business development resources, advanced technology, and a collaborative network dedicated to advisor success.

What You'll Do

Build, manage, and grow your advisory practice

Develop and maintain long‑term client relationships

Deliver financial planning, wealth management, and insurance solutions

Conduct ongoing client reviews and needs assessments

Generate new business through referrals, networking, and prospecting

Maintain regulatory compliance and professional standards

What We're Looking For

Minimum 2 years' experience as a Financial Advisor or Financial Planner

Proven success in business development and client relationship management

Robust communication and interpersonal skills





Client‑focused approach with a commitment to delivering value

Mutual Funds Licence (IFIC or CSC) required

LLQP licence required

Why Join DFSIN Southwestern Ontario?

Independence backed by a trusted Canadian financial organization

Support transitioning and growing your book of business

Access to a broad range of insurance and investment solutions

Business development, marketing, and technology support

Succession planning and long‑term growth opportunities

Collaborative network of experienced advisors and specialists

Office and administrative support options available

With more than 1,500 independent advisors across Canada, DFSIN provides the resources, flexibility, and support to help advisors build thriving businesses and better serve their clients.

If you're ready to take your practice to the next level while maintaining your independence, we'd love to hear from you.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

DFSIN Southwestern Ontario is committed to fostering an inclusive and diverse workplace.

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📌 Experienced Financial Advisor/Planner (Ontario)
🏢 Desjardins Financial Security Independent Network - Southwestern Ontario
📍 Ontario

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