- Expert training backed by a multi-disciplinary team and qualified experts
- Access to multiple insurers and products and more than 60 mutual funds and segregated fund companies
- A competitive compensation bonus structure and immediate vesting
- Incentive plans based on performance and growth
- Mentoring programs which are unique in the industry
- Market planning and support
- Ongoing sales support and field training
- Leading edge technology
- Life insurance licence and/or mutual fund licensed, or in the process of completion
- 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 (an asset but not necessary)
-
Financial Planner
7 minutes ago
Bank of Montreal Markham, CanadaProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). ...
-
Financial Planner
1 week ago
Bank of Montreal Markham, ON, CanadaProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). ...
-
Financial Planner
6 days ago
BMO Markham, CanadaApplication Deadline: · 05/21/2024 · Address: · 710 Markland Street · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and servic ...
-
Financial Planner
1 week ago
BMO Markham, Canada Full timeApplication Deadline: · 05/21/2024 Address: · 710 Markland Street Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions t ...
-
Financial Planner
1 week ago
BMO Markham, Canada Full timeApplication Deadline: · 05/21/2024Address: · 710 Markland StreetJob Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions thou ...
-
Virtual Financial Planner
1 week ago
Royal Bank of Canada Markham, ON, Canada Full timeAs a financing specialist, focused on deepening credit skills, supporting a high performing commercial banking team with portfolio management and compliance support you will contribute to an exceptional client experience by providing superior business, financial and credit advice ...
-
Financial Planner, Investment and Retirement Planning
9 minutes ago
Royal Bank of Canada> Markham, Canada· Job Summary · As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world- ...
-
0000050007 Royal Bank of Canada Markham, Canada Full timeJob Description · What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported ...
-
Royal Bank of Canada MARKHAM, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are ...
-
Financial Planner
7 minutes ago
Options Consulting Solutions Toronto, CanadaAbout the job · Financial Planners · Financial Services Industry · Toronto, ON · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial ...
-
Financial Planner
1 week ago
Bank of Montreal Ajax, ON, CanadaProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). ...
-
Financial Planner
1 day ago
Bank of Montreal Ajax, CanadaProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). ...
-
Financial Planner
6 days ago
BMO Ajax, Canada Full timeApplication Deadline: · 06/15/2024 Address: · 180 Kingston Rd E, Unit B1 Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solu ...
-
Financial Planner
1 week ago
BMO Ajax, CanadaApplication Deadline: · 06/15/2024 · Address: · 180 Kingston Rd E, Unit B1 · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and ...
-
Financial Planner
1 day ago
Purpose LP Old Toronto, CanadaPurpose Advisor Solutions Inc, 1128 Yonge St., Toronto, Ontario, Canada Req #44 · Thursday, August 3, 2023 · Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. L ...
-
Financial Planner
2 weeks ago
Options Consulting Solutions Mississauga, CanadaAbout the job · Financial Planners · Financial Services Industry · Peel Region, On · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial serv ...
-
Financial Planner
1 week ago
Aviso Wealth Inc Ontario, CanadaYou're invited to make a difference... as a Financial Planner in Aylmer · At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. · In this role you will come alongside ...
-
Financial Planner
1 week ago
Scotiabank Toronto, CanadaAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment ...
-
Financial Planner
2 weeks ago
Bank of Montreal Toronto, ON, CanadaProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). ...
-
Financial Planner
1 week ago
Scotiabank Toronto, CanadaAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment ...
Financial Planner - Markham, Canada - Desjardins Financial Security Independent Network - Markham #293
Description
Financial PlannerDue to our exceptional growth, we are looking for individuals to join our success story as Financial Advisors in Markham, Ontario.
The Profession
The role of a financial services advisor involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active retirement.
Join our dynamic Desjardins Financial Services Independent Network Team as a Financial Advisor and enjoy our benefits:
Applicant Qualifications
We are looking for people who are:
We encourage post-graduates to apply.
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 $229 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 December 31, 2014
Interested candidates are invited to apply directly to Sam Luong, Managing Director at
We thank all applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an equal opportunity employer.
