Dynamic Financial Planner Opportunity (Windsor)
Dynamic Financial Planner Opportunity (Windsor)
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Windsor, Canada
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Last edited: less than a week ago
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Description
Experience qualified freedom as a Financial Planner with Desjardins Financial Security in South Western Ontario. Create your own practice in a supportive environment while achieving work-life harmony. Join Desjardins Financial Security Independent Network as a knowledgeable financial advisor looking to further your career. This role empowers you to serve clients with customized solutions from leading insurers. Expect to cultivate client relationships and develop your own success while benefiting from exceptional growth opportunities and ongoing support. Key Responsibilities: - Develop tailored financial strategies for clients - Manage active client relationships and communications - Support transitions with existing client books for added incentives - Collaborate with a community of financial professionals - Utilize technology to enhance client services Requirements: - Two-plus years as a Financial Advisor or Planner - Strong history of sales performance - Excellent interpersonal and analytical abilities - Valid Mutual Funds licence essential - Proficiency with current financial technologies Shape your future today while helping clients achieve financial independence. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2opk9f
Highlights
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Company nameDesjardins Financial Security Independent Network - Southwestern Ontario
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Job positionDynamic Financial Planner Opportunity (Windsor)
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