Financial Advisor Team Member (Ahuntsic-Cartierville)

Financial Advisor Team Member Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. Lets talk. Its an exciting time to join us!

At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth, we are looking for highly motivated individuals to join our successful team in our Financial Centre in Ottawa. Here is an opportunity for you to build a successful business practice alongside team members with the help of a multi-billion dollar organization.

About the Role The anticipated salary range is between $40K - $80K plus bonus. With our highly competitive and unique, performance-based compensation structure you can achieve unlimited earnings you work so hard for. This is an excellent opportunity for an individual that is results oriented and wants to contribute to a high activity team and be rewarded for their efforts. A career as a financial advisor offers you flexible work hours, varied tasks, freedom to choose clients and areas of professional development in which you wish to specialize.

Holding or working towards your CFP is advantageous. You will receive exceptional training and support to help build your development, mentoring, and ongoing recognition for your achievements. We are looking for individuals who are driven to be successful, possess self-management skills, and are willing to learn.

The role of a financial advisor involves meeting with people to put a plan in place to help them achieve their financial security and realize their dreams. As a professional, your service to the public is financial security planning. As a business person, you have to market and promote yourself and your team in your community as any other professional service provider in order to meet potential clients. With Desjardins Financial Security Independent Network we provide you a business model that is balanced between independence and team support.

About You You are a results-driven individual, have a great attitude, are sociable and dedicated to serving your clients in their best interest and you always consider the facts objectively and carefully before arriving at a conclusion. You are considerate, able to build and maintain client relationships and love helping people by providing advice and solutions to meet their goals and dreams to achieve financial security.

Competencies

Track record in a direct sales, retail or customer service environment

Willing to obtain licence(s) and pursue training/professional development as required

Ability to network, utilize social media to source, generate and acquire new client leads

Meet and exceed both individual and team sales targets

Capable of working independently and in a team environment

Professional appearance and demeanor

Act as a brand ambassador representing Desjardins professionally and in accordance with companys value proposition.

Our Offer As an organization we recognize how important effective and thorough training is to becoming a successful business professional. We offer comprehensive training that takes place in the financial centre and in the field. We also offer our multi-phase home office training program delivered to you by training specialists. Our key training goal is to ensure that you will have a high level of competency in providing financial advice to your clients.

Pre-contract and continuing training to become competent and self-sufficient in prospecting, marketing concepts, and sales approaches

Reduced technology costs in your first year; no desk fees, back office, internet, telephone or administrative fees

Career Development Support & Resources: coach/mentor, a team of specialists at your disposal

Ongoing career development, continuing education credits, initiatives and resources leading to professional designations that will help you realize your potential

Advanced technology: access to tools, resources, and technical assistance if needed seven days a week; almost everything is done electronically

A complete portfolio of investment/mutual fund and insurance companies (including all major banks); no proprietary product requirement.

Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

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