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Experienced Financial Advisor/Planner

@ Desjardins Financial Security Independent Network - Southwestern Ontario

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Hamilton, Ontario

Temps plein2+ ans d’expérience
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En bref

Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is hiring experienced Financial Advisors and Financial Planners to build and grow independent advisory practices. The work covers financial planning, wealth management and insurance solutions, client reviews, and generating new business. Candidates need at least 2 years of advisor experience and the Mutual Funds and LLQP licences.

Responsabilités :

  • Build, manage and grow an advisory practice
  • Develop and maintain long-term client relationships
  • Deliver financial planning, wealth management and insurance solutions
  • Conduct client reviews and needs assessments
  • Generate new business through referrals, networking and prospecting

Résumé des exigences :

  • Minimum 2 years as a Financial Advisor or Financial Planner
  • Proven success in business development
  • Mutual Funds Licence (IFIC or CSC) required
  • LLQP licence required
  • Strong communication and interpersonal skills

Outils et compétences

SalesFinancial planningCold callingRegulatory complianceClient relationship managementCommunication skillsInterpersonal skillsCSCLLQP
Source et dates

Type de source non vérifié · talentnest

Date publiée par l’employeur
2026-10-05
Première détection par notre source
2026-10-15
Mise à jour du dossier source
2026-11-05

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsMutual Funds Licence (IFIC or CSC), LLQP
Avantages mentionnésAide au transport en commun

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Desjardins Financial Security Independent Network - Southwestern Ontario

Toutes ses offres
ChampValeur
Offres sur Jobsy11
Description

Experienced Financial Advisor

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
  • 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.

Apply Today

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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