Experienced Financial Planner at DFSIN (Kitchener)

Empower your career as an Experienced Financial Planner with Desjardins Financial Security Independent Network. Enjoy the flexibility of building your own practice while receiving outstanding support from a reputable institution. Joining DFSIN South Western Ontario means you're not just an advisor; you become a business leader backed by Desjardins' resources. Utilize your two years of industry experience and your mutual funds licence to deliver tailored investment solutions. You will need excellent communication skills and the ability to build enduring client relationships as you adapt solutions based on their unique needs. Key Responsibilities: • Develop tailored financial plans for diverse client needs • Collaborate with a multi-disciplinary team to enhance client offerings • Maintain a solid sales pipeline and client base • Leverage technology for effective practice management • Attend to ongoing business development initiatives Requirements: • Two-plus years as a Financial Advisor or Planner • Demonstrated sales achievements in prior roles • Mutual Funds licence (IFIC or CSC) essential • Life licence preferred for enhancing services • Proficient in technological tools Achieve independence and success in financial planning with Desjardins’ enduring stability. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ooecq