08 Oct
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Desjardins Financial Security Independent Network - Southwestern Ontario
|
Ontario
08 Oct
Desjardins Financial Security Independent Network - Southwestern Ontario
Ontario
Experienced FinancialAdvisor 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
Strong 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
Team-oriented 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.
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