20 Oct
|
Desjardins Financial Security Independent Network - Southwestern Ontario
|
Kitchener
20 Oct
Desjardins Financial Security Independent Network - Southwestern Ontario
Kitchener
Experienced Financial Advisor / Financial PlannerGrow 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 DoBuild, manage, and grow your advisory practiceDevelop and maintain long‐term client relationshipsDeliver financial planning, wealth management, and insurance solutionsConduct ongoing client reviews and needs assessmentsGenerate new business through referrals, networking,
and prospectingMaintain regulatory compliance and skilled standardsWhat We're Looking ForMinimum 2 years' experience as a Financial Advisor or Financial PlannerProven success in business development and client relationship managementStrong communication and interpersonal skillsClient‐focused approach with a commitment to delivering valueMutual Funds Licence (IFIC or CSC) requiredLLQP licence requiredWhy Join DFSIN Southwestern Ontario?Independence backed by a trusted Canadian financial organizationSupport transitioning and growing your book of businessAccess to a broad range of insurance and investment solutionsBusiness development, marketing, and technology supportSuccession planning and long‐term growth opportunitiesCollaborative network of experienced advisors and specialistsOffice and administrative support options availableWith 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.
📌 Experienced Financial Advisor/Planner (Kitchener)
🏢 Desjardins Financial Security Independent Network - Southwestern Ontario
📍 Kitchener