Experienced FinancialAdvisor
Experienced Financial Advisor / Financial Planner
Grow Your Practice. Stay Independent. Expand Your Opportunities.
Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is seeking experienced Financial Advisors and Financial Planners who are looking for greater independence, business growth opportunities, and the support of a nationally recognized organization.
As an independent advisor, you'll maintain control of your practice while gaining access to a broad multi-supplier platform, business development resources, advanced technology, and a collaborative network dedicated to advisor success.
What You'll Do
- Build, manage, and grow your advisory practice
- Develop and maintain long-term client relationships
- Deliver financial planning, wealth management, and insurance solutions
- Conduct ongoing client reviews and needs assessments
- Generate new business through referrals, networking, and prospecting
- Maintain regulatory compliance and professional standards
What We're Looking For
- Minimum 2 years' experience as a Financial Advisor or Financial Planner
- Proven success in business development and client relationship management
- Strong communication and interpersonal skills
- Client-focused approach with a commitment to delivering value
- Mutual Funds Licence (IFIC or CSC) required
- LLQP licence required
Why Join DFSIN Southwestern Ontario?
- Independence backed by a trusted Canadian financial organization
- Support transitioning and growing your book of business
- Access to a broad range of insurance and investment solutions
- Business development, marketing, and technology support
- Succession planning and long-term growth opportunities
- Collaborative network of experienced advisors and specialists
- Office and administrative support options available
With more than 1,500 independent advisors across Canada, DFSIN provides the resources, flexibility, and support to help advisors build thriving businesses and better serve their clients.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
DFSIN Southwestern Ontario is committed to fostering an inclusive and diverse workplace.
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Experienced Financial Advisor/Planner in Hamilton employer: Desjardins Financial Security Independent Network - Southwestern Ontario
Desjardins Financial Security Independent Network (DFSIN) in Southwestern Ontario is an exceptional employer that empowers Life & Health Insurance Advisors with comprehensive training, mentorship, and unlimited earning potential. Our inclusive work culture fosters professional growth and independence, allowing you to build meaningful client relationships while making a positive impact on their financial futures. Join us to enjoy the flexibility of shaping your career your way, backed by the strength of Canada's largest financial cooperative.
Contact Details:
Desjardins Financial Security Independent Network - Southwestern Ontario Recruitment Team
