Financial Advisor

Location

Markham, ON | Canada

Job description

Financial Advisor

Our financial centre is looking for someone who wants unlimited earning potential, great work life balance and the opportunity to be their own boss. Is this you? 

The Profession

You will play a pivotal role in helping clients safeguard their financial well-being by offering appropriate investments and comprehensive life and health insurance solutions. You will serve as a trusted advisor, guiding clients through the insurance planning process and recommending suitable products to protect against unforeseen risks.

Our Business Model

As a business person, your profit comes from growing your revenue while being mindful of expenses. We understand that you must manage your business while marketing yourself in your community in order to develop new clientele. With Desjardins Financial Security Independent Network you are not alone because our business model provides a large network support with independence to ensure your successful practice.

Our network offers:

• Access to multiple insurers and over 60 investment fund companies giving you the confidence to offer the best financial solutions to your clients
• Financial and advisory support in purchasing books of business
• Succession planning and pricing assistance when it comes time to sell your book of business
• A competitive commission compensation structure and immediate vesting

Marketing

• Dedicated marketing consultants support you in advertising, client seminars, web/social media, etc. Design layout, content editing and compliance verification are also part of the service
• A personalized monthly web-based newsletter for clients/prospects
• Turn-key lead generation programs based on current consumer interests in the marketplace

Learning

• Access to a multi-disciplinary team and qualified experts such as lawyers from our Elite Case Team
• Frequent presentations on products, marketing and sales theory highlighting our customizable marketing material

Applicant Qualifications

We require the following criteria from applicants:

• Life insurance licence and/or mutual fund licensed, or in the process of completion
• High level of integrity, professionalism, and ethical conduct
• Proven ability to identify and develop new business opportunities/prospect

We are looking for people who are:

• Entrepreneurial
• Problem solvers
• Out-going
• Committed to quality
• Hard working
• Professional
• Service oriented
• Computer literate
• Committed to continuing education and personal development
• Experienced in sales

About Us

The success of Desjardins Financial Security Independent Network (DFSIN) is supported by the financial stability of Desjardins Insurance1, an arm of the Desjardins Group, which is the largest cooperative financial group in Canada with assets of more than $407.1 billion*. Desjardins Insurance ranks among the leading Canadian financial institutions.

Our strategic alliance with Desjardins Insurance contributes to the sustained growth of our network. It allows us to rank as a leading distributor in Canada's financial services industry.

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

* Financial reporting as at June 2023

Interested candidates are invited to apply directly to Sam Luong, Managing Director by email at [email protected].

We thank all applicants, however, only those under consideration will be contacted. Desjardins Financial Security Indepepndent Network is an equal opportunity employer.

Job tags

Salary