Financial Planner
About the role
Company Description Desjardins Financial Security Independent Network, along with SFL Wealth Management in Quebec and New Brunswick, forms a robust distribution network specializing in wealth management. With a team of 1,500 independent advisors, we provide tailored financial solutions to help clients navigate every stage of life. Supported by the strength of Desjardins, Canada’s leading co-operative financial group, we combine reliability with the flexibility of a multi-supplier model. Clients benefit from expert advice and a comprehensive suite of financial products and services. As a DFSIN advisor, your product shelf extends beyond DFSIN, giving you access to solutions and support from leading insurance manufacturers such as Manulife, Sun Life, Canada Life, and Industrial Alliance, etc.
Role Description This is a full-time hybrid role for a Financial Planner based in Markham, ON. Some work-from-home flexibility is provided. The Financial Planner will be responsible for developing personalized financial plans, assisting clients with their financial goals, providing guidance on retirement planning and investment strategies, and maintaining up-to-date knowledge of financial products and regulations. Building strong client relationships and collaborating with a multidisciplinary team are key aspects of the role. Qualifications Proficiency in Financial Planning and Personal Financial Planning Experience as a Certified Financial Planner and familiarity with retirement planning strategies Strong understanding of finance principles and financial decision-making Effective communication and interpersonal skills to build trust with clients Self-motivation, organizational skills, and ability to work both independently and collaboratively Relevant certifications, such as CFP (Certified Financial Planner), are highly desirable Familiarity with regulatory requirements and industry best practices Post-secondary education in Finance, Business, or a related field
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About Desjardins Financial Security Independent Network - ON Central
At his home in Lévis, Quebec, Alphonse Desjardins (1854 - 1920) met with a small group of fellow citizens and presented his idea for a "people's bank." The goal was to provide financial services to working families. On December 6, 1900, they opened their doors for the first time.
Today, Desjardins Group is the largest financial cooperative in Canada, ranked the second strongest financial institution in the world by Bloomberg (2014). Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New-Brunswick, the network has more than 1,600* financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance1. More information on www.dfsin.ca.
- As of March 31, 2016 1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
Note: articles and videos shared on this page are provided for information only and do not constitute an endorsement of the content of related websites.
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Financial Planner
About the role
Company Description Desjardins Financial Security Independent Network, along with SFL Wealth Management in Quebec and New Brunswick, forms a robust distribution network specializing in wealth management. With a team of 1,500 independent advisors, we provide tailored financial solutions to help clients navigate every stage of life. Supported by the strength of Desjardins, Canada’s leading co-operative financial group, we combine reliability with the flexibility of a multi-supplier model. Clients benefit from expert advice and a comprehensive suite of financial products and services. As a DFSIN advisor, your product shelf extends beyond DFSIN, giving you access to solutions and support from leading insurance manufacturers such as Manulife, Sun Life, Canada Life, and Industrial Alliance, etc.
Role Description This is a full-time hybrid role for a Financial Planner based in Markham, ON. Some work-from-home flexibility is provided. The Financial Planner will be responsible for developing personalized financial plans, assisting clients with their financial goals, providing guidance on retirement planning and investment strategies, and maintaining up-to-date knowledge of financial products and regulations. Building strong client relationships and collaborating with a multidisciplinary team are key aspects of the role. Qualifications Proficiency in Financial Planning and Personal Financial Planning Experience as a Certified Financial Planner and familiarity with retirement planning strategies Strong understanding of finance principles and financial decision-making Effective communication and interpersonal skills to build trust with clients Self-motivation, organizational skills, and ability to work both independently and collaboratively Relevant certifications, such as CFP (Certified Financial Planner), are highly desirable Familiarity with regulatory requirements and industry best practices Post-secondary education in Finance, Business, or a related field
Not the right fit? Search for Financial Planner jobs in Markham, Ontario, Canada
About Desjardins Financial Security Independent Network - ON Central
At his home in Lévis, Quebec, Alphonse Desjardins (1854 - 1920) met with a small group of fellow citizens and presented his idea for a "people's bank." The goal was to provide financial services to working families. On December 6, 1900, they opened their doors for the first time.
Today, Desjardins Group is the largest financial cooperative in Canada, ranked the second strongest financial institution in the world by Bloomberg (2014). Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New-Brunswick, the network has more than 1,600* financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance1. More information on www.dfsin.ca.
- As of March 31, 2016 1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
Note: articles and videos shared on this page are provided for information only and do not constitute an endorsement of the content of related websites.