Entry-Level Financial Advisor

at  Desjardins Financial Security Independent Network ON Central

BECOME A PART OF OUR SUCCESS STORY

Looking for a career as a Financial Advisor?

ABOUT US:

Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a rapidly growing financial services firm dedicated to providing comprehensive wealth management and financial planning solutions to our clients. We are committed to helping individuals and families achieve their financial goals through personalized advice and strategic guidance. As we continue to expand, we are seeking motivated individuals who are eager to embark on a rewarding career in financial planning.

JOB DESCRIPTION:

We are looking for ambitious individuals who are passionate about finance and eager to develop a successful career as a Financial Advisor. This entry-level position offers a unique opportunity to receive hands-on training, mentorship, and support while earning a competitive salary plus commission.

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 explain complex financial concepts in a clear and concise manner.
• Self-motivated with a strong desire to learn and grow professionally.
• Ability to work collaboratively in a team environment and thrive in a fast-paced, dynamic setting.
• Previous experience in finance or sales is a plus but not required.

• Learn the fundamentals of financial planning and wealth management through comprehensive training programs.
• Develop a deep understanding of various financial products and services, including investment strategies, retirement planning, insurance, and estate planning.
• Work closely with clients to understand their financial goals, risk tolerance, and investment preferences.
• Collaborate with team members to develop and implement personalized financial plans for clients.
• Build and maintain strong relationships with clients through regular communication and proactive engagement.
• Stay updated on industry trends, market developments, and regulatory changes to provide informed advice and recommendations.