Financial Advisor Trainee

Location

Oakville, ON | Canada

Job description

Financial Advisor Trainee

COMPANY: Desjardins Financial Security

LOCATION: Mississauga

BECOME A PART OF OUR SUCCESS STORY

Looking to gain experience and a career as a Financial Advisor?

ABOUT US:

Desjardins Financial Security Independent Network is part of  Desjardins Financial Security , a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial solutions tailored to meet each client's unique needs and goals.

JOB DESCRIPTION:

We are seeking motivated individuals who are passionate about pursuing a career in financial planning to join our team as a Trainee Financial Advisor. This is a paid internship position designed to provide hands-on experience and mentorship to individuals who are eager to learn and grow in the field of financial services.

RESPONSIBILITIES: 

• Assist senior financial advisors in conducting client meetings and financial assessments.
• Learn about various financial products and services, including investment strategies, retirement planning, tax strategies, and estate planning.
• Support the development and implementation of personalized financial plans for clients.
• Gain exposure to financial planning software and tools used in the industry.
• Participate in training sessions and workshops to enhance knowledge and skills in financial planning.
• Collaborate with team members to deliver exceptional service and support to clients.
• Take initiative to expand knowledge and stay updated on industry trends and best practices.

QUALIFICATIONS: 

• Bachelor's degree in Finance, Business, Economics, or a related field (or currently pursuing).
• Strong interest in pursuing a career in financial planning and wealth management.
• Excellent communication skills, with the ability to articulate complex financial concepts clearly and effectively.
• Eagerness to learn and willingness to take on new challenges.
• Ability to work collaboratively in a team environment.
• Previous internship or work experience in a related field is a plus but not required.

BENEFITS:

• Paid internship position with competitive compensation.
• Hands-on training and mentorship from experienced financial advisors.
• Opportunity to gain valuable experience and develop skills in financial planning.
• Exposure to a wide range of financial products, services, and tools.
• Potential for career advancement within the company based on performance and capabilities.

If you are a motivated individual with a strong interest in financial planning and wealth management, we encourage you to apply for our Trainee Financial Advisor position. This is an excellent opportunity to kick-start your career in the financial services industry and gain valuable experience in a supportive and dynamic environment. Please submit your resume and cover letter detailing your qualifications and interest in the position. We look forward to hearing from you!

Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

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Salary