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Financial Advisor

  • Ottawa, ON, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Financial Advisor

Being an independent financial services professional means that you are your own boss.

Independence 

You decide how to manage your time and organize your work. In other words, you are responsible for your own success.

Freedom

You choose the market in which you want to work (individual or business) and the products you want to offer

Your income is in direct proportion to your efforts and your determination

The only limitations are those you impose on yourself!

Recurring commissions 

Your income does not come only from commissions on new sales, but also from commissions on renewals.

Support with your communication and marketing efforts.

BECOME A PART OF OUR SUCCESS STORY

Desjardins Financial Security Independent Network is part of Desjardins Financial Security, and the Desjardins Group which has assets of over $160 billion, the largest cooperative financial group in Canada and the sixth largest financial institution in the country. We are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.

We are a full service financial services provider with access to multiple insurers and investment fund products. Our track record is based on the quality of support services delivered to associates with a company wide commitment to professionalism. We believe in listening to our associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.

Due to our exceptional growth we are looking for individuals to join our success story in the Greater Ottawa Area as Financial Services Planners.

Join the Desjardins Financial Security Independent Network Team and improve your business by:

  1. Staying independent, while maintain access to a multi-disciplinary team and qualified experts. 
  2. Receiving financial backing to purchase viable blocks of business.
  3. Having access to multiple insurers and products and more than 60 mutual funds and segregated fund companies.
  4. A competitive pooled compensation bonus structure and immediate vesting.
  5. Incentive plans based on multiple insurers' products, mutual and segregated funds.
  6. New associate training and mentoring programs which are unique in the industry.
  7. Market planning and support.
  8. Business continuation support.
  9. Leading edge technology.

We are looking for people who are:

  • Entrepreneurial.
  • Problem solvers.
  • Out-going.
  • Commitment to quality.
  • Hard working.
  • Professional.
  • Service oriented.
  • Computer literate.
  • Committed to continuing education and personal development.
  • Experienced in sales (an asset but not necessary).
More about this job

Responsibilities

Build and manage an independent financial services business by selecting target markets and products, developing client relationships, and providing financial planning services. Grow revenue through new sales and renewals while using available marketing, training, technology, and expert support.

Requirements

The employer seeks entrepreneurial, outgoing, hardworking, professional, service-oriented problem solvers committed to quality and ongoing learning. Sales experience is an asset but is not required; computer literacy is also expected.

Skills

  • Financial Planning
  • Sales
  • Problem Solving
  • Communication
  • Marketing
  • Client Service
  • Entrepreneurship
  • Time Management
  • Professionalism
  • Computer Literacy
  • Continuing Education
  • Personal Development

Benefits

  • Recurring Commissions
  • Immediate Vesting
  • Incentive Plans
  • Training and Mentoring
  • Marketing Support
  • Business Continuation Support
  • Leading-Edge Technology

Visa sponsorship

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Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support

Keywords

  • Financial Services
  • Financial Planning
  • Financial Advisor
  • Financial Services Planner
  • Sales
  • Client Service
  • Commissions
  • Renewal Commissions
  • Mutual Funds
  • Segregated Funds
  • Insurance Products
  • Multiple Insurers
  • Business Development
  • Marketing Support
  • Market Planning
  • Mentoring
  • Continuing Education
  • Business Continuation
  • Investment Funds
  • Financial Centre

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