Canada

Independent Financial Advisor In Ontario Windsor

Independent Financial Advisor In Ontario Windsor
Description
Elevate your career as an Independent Financial Advisor with Desjardins Financial Security in South Western Ontario. Build your own practice and enjoy adaptable work-life balance while serving clients. Desjardins Financial Security Independent Network is seeking experienced financial advisors or planners. You will have the autonomy to tailor comprehensive financial solutions with robust support from a well-established partnership. Your role will emphasize client relationships, communication, and analytical skills to create personalized recommendations. Key Responsibilities: • Build and maintain robust client relationships • Analyze client data and recommend tailored financial solutions • Leverage multiple insurers and fund providers for client benefit • Provide ongoing support and guidance to clients • Transition existing books with attractive incentives Requirements: • Minimum two years as a Financial Advisor or Planner • Proven sales track record in financial services • Excellent communication and analytical skills • Mutual Funds licence (IFIC or CSC) required • Robust technological proficiency Take charge of your future with Desjardins, fostering client independence and customized financial growth. Apply on Kit Job: kitjob.ca/job/2nex55
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