Independent Financial Planner
Desjardins Financial Security Independent Network - Ottawa #118
Ottawa, Ontario, Canada
3h ago

Job Posting Experienced (Single or Dual Licenced) Advisor

Our financial centre is searching for an experienced financial planner to join our team.

Desjardins Group with business dating back to 1900 is the largest financial cooperative in Canada, and in 2014 was named as Strongest Bank in North America, and Second Strongest in the World by Bloomberg.

Desjardins Financial Security Independent Network part of Desjardins Insurance

distinguishes itself by the quality of support we deliver to our associates with a company-wide commitment to professionalism.

Our Business Model

As a business person, you know that 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 in business by yourself because our model balances support with independence to ensure your successful practice.

Our network offers :

  • Access to multiple insurers and to 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
  • Completion of Certified Financial Planner designation, or in process of completion
  • Minimum three years of experience in a financial advisory role
  • Proven ability to identify and develop new business opportunities
  • Proficient in Microsoft Word , Excel , PowerPoint and in internet navigation and research
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