Insurance and Investment Advisor (Markham)
Insurance and Investment Advisor (Markham)
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Markham, Canada
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Last edited: less than a week ago
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Description
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 - Transparent path for career advancement and leadership opportunities Qualifications (Ideal for New Advisors) - Strong interest in financial planning, investments, and wealth management - Basic understanding of financial concepts (full training and mentorship provided) - Excellent communication and relationship-building skills - A people-first mindset with a passion for helping others succeed financially - Highly motivated with a strong work ethic and entrepreneurial drive - Coachable, growth-oriented, and eager to build a long-term career - Strong problem-solving and analytical thinking abilities - Ability to work independently while thriving in a team environment - Commitment to obtaining required licenses (LLQP); advanced designations (CFP, CLU) are an asset Apply on Kit Job: kitjob.ca/job/2o399w
Highlights
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Company nameDesjardins Financial Security Independent Network
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Job positionInsurance and Investment Advisor (Markham)
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Insurance and Investment Advisor (Markham) has been posted in the Markham Accounting, Financing & Banking category on Locanto.
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