Company Description
Desjardins Financial Security Independent Network, along with SFL Wealth Management in Quebec and New Brunswick, forms a robust distribution network specializing in wealth management. With a team of 1,500 independent advisors, we provide tailored financial solutions to help clients navigate every stage of life. Supported by the strength of Desjardins, Canada’s leading co-operative financial group, we combine reliability with the flexibility of a multi-supplier model. Clients benefit from expert advice and a comprehensive suite of financial products and services. As a DFSIN advisor, your product shelf extends beyond DFSIN, giving you access to solutions and support from leading insurance manufacturers such as Manulife, Sun Life, Canada Life, and Industrial Alliance, etc.
Role Description
This is a full-time hybrid role for a Financial Advisor based in Markham, ON, with flexibility for some work-from-home arrangements. The Financial Advisor will work closely with clients to understand their financial goals and design strategic plans to address needs such as financial planning, retirement planning, and investment management. The role involves building long-term client relationships, providing expert advice on financial products, and staying updated on industry regulations to ensure compliance.
Why Join Us?
- Unlimited income potential (performance-based compensation)
- Comprehensive training and mentorship - no prior experience required
- Flexible hybrid work model
- Access to a wide range of top-tier financial products and solutions
- Opportunity to build your own business with the backing of a trusted national brand
- Clear path for career advancement and leadership opportunities
Qualifications
- Proficiency in Financial Planning and Personal Financial Planning
- Certified Financial Planner (CFP) designation or working toward certification
- Expertise in Finance and Retirement Planning
- Strong analytical, organizational, and decision-making skills
- Exceptional communication and interpersonal abilities to build trust with clients
- Bachelor’s degree in Finance, Business Administration, or a related field is preferred
- Experience working with diverse financial products and services
- Proficiency in financial tools, software, and technologies
