Insurance & Investment Specialist

Position Summary
We are seeking a detail-oriented and proactive Insurance & Investment Specialist to join our team. In this role, you will work closely with internal team members and advisors to ensure the timely and accurate processing of investment and insurance activities.
 
You will play a key role in coaching and supporting advisors, helping foster a culture of accountability, collaboration, and high performance. The ideal candidate is organized, solutions-focused, and possesses strong communication skills.
 
In addition, this position plays an important role in supporting the day-to-day operations of the office, including front desk coordination and administrative functions, helping to create a professional and welcoming experience for clients and visitors.
 
Key Responsibilities

Provide day-to-day support to advisors
Monitor service requests, prioritize tasks, and manage workflow efficiently
Ensure all activities are completed accurately, on time, and in accordance with quality standards
Resolve escalated service and support issues related to investments, insurance, and procedures
Maintain the security of transactions & operations in line with company policies and regulatory standards
Build and maintain strong relationships with Head Office, Branch Managers/Directors, advisors, and internal teams
Identify and recommend improvements to internal processes to better support advisors
Foster a collaborative team environment that supports knowledge sharing and high performance
Perform additional duties and special projects as required
 
Office & Administrative Support:

Act as the first point of contact by greeting clients and visitors in a professional and welcoming manner
Manage front desk responsibilities, receive, sort, and distribute incoming mail and deliveries
Maintain a clean, organized, and professional office environment
Support general administrative and office duties as required
 
 
Qualifications & Experience

Experience in customer service and/or the financial services industry is required
Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines
Ability to work both independently and collaboratively within a team environment
An equivalent combination of education and experience will be considered
LLQP and/or MTF license considered a strong asset
 
Core Competencies

Self-motivated with the ability to multi-task in a fast-paced environment
Strong research, analytical, and problem-solving skills
High level of accuracy and attention to detail
Ability to adapt to changing processes and work effectively under pressure
Ability to provide coaching using a collaborative approach
Strong work ethic and initiative
Excellent written and verbal communication skills
Strong oral and written communication skills, complimented by strong interpersonal skills.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
 
 
This is a full time, in person role located in our London office
Working hours are Monday to Friday 9:00am to 4:30pm (EST)

Investments & Insurance Specialist 


Position Summary
We are seeking a detail-oriented and proactive Insurance & Investment Specialist to join our team. In this role, you will work closely with internal team members and advisors to ensure the timely and accurate processing of investment and insurance activities.
You will play a key role in coaching and supporting advisors, helping foster a culture of accountability, collaboration, and high performance. The ideal candidate is organized, solutions-focused, and possesses strong communication skills.

Key Responsibilities

Provide day-to-day support to advisors
Monitor service requests, prioritize tasks, and manage workflow efficiently
Ensure all activities are completed accurately, on time, and in accordance with quality standards
Resolve escalated service and support issues related to investments, insurance, and procedures
Maintain the security of transactions & operations in line with company policies and regulatory standards
Build and maintain strong relationships with Head Office, Branch Managers/Directors, advisors, and internal teams
Identify and recommend improvements to internal processes to better support advisors
Foster a collaborative team environment that supports knowledge sharing and high performance
Perform additional duties and special projects as required
 
Qualifications & Experience

Experience in customer service and/or the financial services industry is required
Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines
Ability to work both independently and collaboratively within a team environment
An equivalent combination of education and experience will be considered
LLQP and/or MTF license considered a strong asset
 
Core Competencies

Self-motivated with the ability to multi-task in a fast-paced environment
Strong research, analytical, and problem-solving skills
High level of accuracy and attention to detail
Ability to adapt to changing processes and work effectively under pressure
Ability to provide coaching using a collaborative approach
Strong work ethic and initiative
Excellent written and verbal communication skills
Strong oral and written communication skills, complimented by strong interpersonal skills.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
 
 
This is a full time, in person role located in our Hamilton office
Working hours are Monday to Friday 9:00am to 5:00pm (EST)
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Financial Security Advisor Trainee   
Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. 
Let's talk. It's an exciting time to join us!
At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth, we are looking for highly motivated individuals to join our successful team in one of our Financial Centres in Southwestern Ontario. Here is an opportunity for you to build a successful business practice with the help of a multi-billion dollar organization. We value and respect an Advisors Independence! Our track record is based on the quality of support services delivered to our independent associates with a companywide commitment to professionalism.
About the Role                                           
No prior experience in the financial services industry is necessary. You will receive exceptional training and support to help build your business, mentoring, and ongoing recognition for your achievements. We are looking for individuals who are driven to be successful, possess self-management skills, and are willing to learn. 
The role of a financial advisor involves meeting with people to put a plan in place to help them achieve their financial security and realize their dreams. As a professional, your service to the public is financial security planning. As a business person, you have to market and promote yourself in your community as any other professional service provider in order to meet potential clients. With Desjardins Financial Security Independent Network we provide you a business model that is balanced between independence and team support.
With our highly competitive and unique performance-based compensation structure, you can achieve unlimited earnings you work so hard for. This is an excellent opportunity for an individual that is results oriented and wants to earn above average income and be generously rewarded for their efforts. A career as a financial advisor offers you flexible work hours, varied tasks, freedom to choose clients and areas of professional development in which you wish to specialize
 
About You
You are an ambitious, entrepreneurial, and results-driven individual. Have a great attitude, are sociable and dedicated to serving your clients in their best interest and you always consider the facts objectively and carefully before arriving at a conclusion. You are considerate, able to build and maintain client relationships and love helping people by providing advice and solutions to meet their goals and dreams to achieve financial security.  
Competencies

Track record in a direct sales, retail, or customer service environment
Willing to obtain licence(s) and pursue training/professional development as required
Ability to network, utilize social media to source, generate and acquire new client leads
Meet and exceed both individual and team sales targets
Capable of working independently and in a team environment
Professional appearance and demeanor
Act as a brand ambassador representing Desjardins professionally and in accordance with company's value proposition.
Strong desire to be your own boss
Our Offer
As an organization we recognize how important effective and thorough training is to becoming a successful business professional. We offer comprehensive training that takes place in the financial centre and in the field. We also offer our multi-phase home office training program delivered to you by training specialists. Our key training goal is to ensure that you will have a high level of competency in providing financial advice to your clients.

License preparation program, including case studies, workshops and exam preparation session
Pre-contract and continuing training to become competent and self-sufficient in prospecting, marketing concepts, and sales approaches
Technology platform support for the first 3 years; no desk fees, back office, internet, telephone or administrative fees
Career Development Support & Resources: coach/mentor, field manager, a team of specialists at your disposal 
Ongoing professional development, continuing education credits, initiatives and resources leading to professional designations that will help you realize your potential
Immediate vesting and ownership of your client base and your book of business
Advanced technology: access to tools, resources, and technical assistance if needed seven days a week; almost everything is done electronically
A complete portfolio of investment/mutual fund and insurance companies (including all major banks); no proprietary product requirement.
We have a highly motivated management and training team with over 80 years of combined experience in developing successful financial advisors from a variety of occupational backgrounds. Our core value proposition is to provide Canadians with sound comprehensive financial advice through our well trained and professional financial advisors.
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 1,800 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance. More information on www.dfsin.ca.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Life & Health Insurance Advisor(Windsor) 
BECOME A PART OF OUR SUCCESS STORY.
Are you looking for a new career? Something that you can build upon your time frame? 
Are you a stay at home parent who is looking to get back into the work force?
Are you looking for a career that offers you the flexibility to work where you want and the hours you want? 
What if you could do all that while working for one of the strongest, safest, and oldest financial institutions in the country? 
Here is an opportunity for you to build a successful business practice with the help of multi-billion dollar organization. It's exciting to join us, let's talk!
At Desjardins, we are a Canadian leader in the Life insurance and financial services industry and due to our exceptional growth we are looking for highly motivated individuals to join our network at one of our Financial Centre’s in Southwestern Ontario Region as Life and Health Insurance Advisors for life insurance, living benefits, group insurance and a full range of mutual and segregated funds. We have the most motivated, knowledgeable and ethical sales team in the network working with the national distribution system. Our goal is to be a dynamic market-driven provider of quality life and health insurance, investments and related financial services for Canadians. 
This is not a salary position, however, for qualified individuals, we are offering financial support during the first year with us to help you build partnerships and clients. With our competitive and unique, performance-based compensation structure you can achieve unlimited earnings you work so hard for. This position will appeal to individuals who want to make an above average income and be generously rewarded for their efforts. You are ambitious, self-motivated, entrepreneurial individual who is results-oriented and driven by success.
As a professional, your service to the public is meeting with people to put a plan in place to help them achieve financial security. As a business person, you have to market and promote yourself in your community as any other professional service provider, in order to meet potential clients. No prior experience in the insurance/financial services industry is necessary. You will receive exceptional training, corporate and in the field, mentoring and support to help you build your business. 
At Desjardins Financial Security Independent Network we provide you a business model that is balanced between partnership, independence and team support. We pride ourselves on our excellent company culture, our very clean and safe working environment, and our commitment to being an equal opportunity company.

Requirements:

Track record in a direct sales, financial or retail, or customer service environment
Ability to source and generate new client leads and acquire clients
Meet and exceed both individual and team sales targets
Aptitude to establish, develop and build long-lasting client relationships
Dedicated to serving your clients in their best interest
Disposed to work with your clients to understand their objectives and recommend the most suitable solution products to match their needs
Willing to obtain licence(s) and pursue ongoing training, professional development as required
Great communication skills, professional appearance and demeanor
Act as a brand ambassador representing Desjardins professionally and in accordance with company's value proposition.

We Offer:

HLLQP License preparation program including case studies, workshops and practice exams
Training programs where you will learn:
What it is like to be a Financial Services Insurance professional 
Extensive product knowledge, the fundamentals of insurance and investments
How to become self-sucifient in marketing concepts and prospecting
Sales approaches and how to present solutions

Career development resources and support:
coaching and mentoring, one-on-one training with a designated field manager
market evaluation/development project, prospecting concepts and tools
complete portfolio of insurance and investment products from numerous companies, including major banks
for those who qualify, initial pay/allowance to help you transition to DFS business model
access to a team of specialists, advanced technology and tools, technical assistance seven days a week

Ongoing professional development and continuing education credits
Initiatives and resources leading to professional designations 
Recognition and rewards program for outstanding performance
Immediate vesting and ownership of client base from 1st day of contract
Office/workstation, telephone, internet, office and administration support.
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 1,800 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance. More information on www.dfsin.ca.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Financial Advisor New Career
 
Are you ready for a new career that offers limitless opportunities in the financial services industry?  Do you dream of taking control of your success and financial independence?  It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal fulfilment.
Join us at Desjardins Financial Security Independent Network, South Western Ontario, where your exponential growth awaits. We’re seeking highly motivated individuals to join our dynamic team and who want to build successful businesses with the support of a multi-billion organization. At DFSIN South Western Ontario, we value and respect your independence and offer unwavering support and a commitment to professionalism.
About the Role

No prior experience in the financial services industry? No problem. We provide exceptional training and support to help you kickstart your business and career, including mentoring and ongoing recognition for your achievements. We’re looking for individuals who are driven, self motivated, and eager to learn.
As a financial advisor, you’ll have the opportunity to make a meaningful impact on peoples’ lives by helping them achieve their financial security and realize their dreams. With our comprehensive business model, you’ll enjoy the perfect balance between independence and team support.
Who We’re Looking For
Are you ambitious? Entrepreneurial? And results driven?  Do you possess excellent communication skills and a passion for serving clients’ best interests and securing their financial futures?  If so, you could be the perfect fit for our team.  We’re seeking individuals who are dedicated to building strong client relationships and providing expert advice and solutions to help clients achieve their financial goals.
Why Join Us
At DFSIN South Western Ontario, we’re committed to your success.  We offer a highly competitive and unique performance-based compensation structure, allowing you to earn unlimited income based on your hard work and dedication.  As a financial advisor, you’ll enjoy flexible work hours, varied responsibilities, and freedom to choose your clients and areas of professional development.
Our Offer
As a professional organization, we understand the importance of effective training and support. That’s why we provide comprehensive training programs, both in our financial centres and in the field, to ensure you have the skills and knowledge necessary to succeed.  With our licence preparation program, field training, professional development opportunities and advanced technology platforms, you’ll have everything you need to thrive in your career.
Join us at DFSIN South Western Ontario and become a member of a highly motivated team with a proven track record of success.  Take the first step towards a rewarding career in the financial services industry and unlock your potential with us.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.
 
Apply Now
We thank all applicants for their interest, however, only those under consideration will be contacted.  Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
 Ready to take the next step in your career? Apply now and join us on this exciting journey!
Join a Network that’s Invested in You
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further.  And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success. 
You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products.  If you’re looking to grow your business by acquisition or to sell your book of business, we can help.
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
 We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Financial Advisor New Career
 
Are you ready for a new career that offers limitless opportunities in the financial services industry?  Do you dream of taking control of your success and financial independence?  It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal fulfilment.
Join us at Desjardins Financial Security Independent Network, South Western Ontario, where your exponential growth awaits. We’re seeking highly motivated individuals to join our dynamic team and who want to build successful businesses with the support of a multi-billion organization. At DFSIN South Western Ontario, we value and respect your independence and offer unwavering support and a commitment to professionalism.
About the Role

No prior experience in the financial services industry? No problem. We provide exceptional training and support to help you kickstart your business and career, including mentoring and ongoing recognition for your achievements. We’re looking for individuals who are driven, self motivated, and eager to learn.
As a financial advisor, you’ll have the opportunity to make a meaningful impact on peoples’ lives by helping them achieve their financial security and realize their dreams. With our comprehensive business model, you’ll enjoy the perfect balance between independence and team support.
Who We’re Looking For
Are you ambitious? Entrepreneurial? And results driven?  Do you possess excellent communication skills and a passion for serving clients’ best interests and securing their financial futures?  If so, you could be the perfect fit for our team.  We’re seeking individuals who are dedicated to building strong client relationships and providing expert advice and solutions to help clients achieve their financial goals.
Why Join Us
At DFSIN South Western Ontario, we’re committed to your success.  We offer a highly competitive and unique performance-based compensation structure, allowing you to earn unlimited income based on your hard work and dedication.  As a financial advisor, you’ll enjoy flexible work hours, varied responsibilities, and freedom to choose your clients and areas of professional development.
Our Offer
As a professional organization, we understand the importance of effective training and support. That’s why we provide comprehensive training programs, both in our financial centres and in the field, to ensure you have the skills and knowledge necessary to succeed.  With our licence preparation program, field training, professional development opportunities and advanced technology platforms, you’ll have everything you need to thrive in your career.
Join us at DFSIN South Western Ontario and become a member of a highly motivated team with a proven track record of success.  Take the first step towards a rewarding career in the financial services industry and unlock your potential with us.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.
 
Apply Now
We thank all applicants for their interest, however, only those under consideration will be contacted.  Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
 Ready to take the next step in your career? Apply now and join us on this exciting journey!
Join a Network that’s Invested in You
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further.  And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success. 
You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products.  If you’re looking to grow your business by acquisition or to sell your book of business, we can help.
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
 We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Experienced Financial Advisor/Planner
 
Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence.  Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.
Let’s talk. It’s an exciting time to join us!
At Desjardins Financial Security Independent Network South Western Ontario, you’re more than just an advisor – you’re your own boss who benefits from the strength of our Desjardins partnership.  As a full-service financial services provider with access to multiple insurers and investment fund providers, we empower our advisors to tailor solutions to their clients’ unique needs. We value and respect your independence, offering unparalleled support and services and a commitment to professionalism.
Due to our exceptional growth, we’re seeking self-motivated and knowledgeable individuals to join our dynamic, entrepreneurial team at DFSIN South Western Ontario.
Requirements

Minimum two years experience as a Financial Advisor or Financial Planner
Proven sales track record
Demonstrated ability to develop, build and maintain strong client relationships
Excellent communication skills
Empathetic to clients’ needs
Ability to analyze data and individual circumstances and recommend customized solutions
Mutual Funds licence required (IFIC or CSC)
A valid life licence is an asset
Strong technological skills
Our Distinctive Offer
When you choose DFSIN South Western Ontario, you’re choosing Desjardins’ stability, backed by support from a multi-disciplinary team of financial professionals.  You’ll have the freedom to choose solutions from leading Canadian insurers and mutual fund companies while benefitting from:

Attractive incentives for advisors transitioning existing books of business
Dynamic leadership and access to a supportive community of professionals
Ongoing business development support
Available office or workstation support with administrative assistance
Be Part of a Winning Team
Interested in joining our team?  Our multi-disciplinary team is available to work and collaborate with you as you help your clients reach their full potential.  Be part of a unique professional culture where you can exchange ideas and best practices with colleagues.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.
 
Apply Now
We thank all applicants for their interest, however, only those under consideration will be contacted.  Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
 Ready to take the next step in your career? Apply now and join us on this exciting journey!
Join a Network that’s Invested in You
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further.  And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success. 
You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products.  If you’re looking to grow your business by acquisition or to sell your book of business, we can help.
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
 We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Experienced Financial Advisor/Planner
 
Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence.  Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.
Let’s talk. It’s an exciting time to join us!
At Desjardins Financial Security Independent Network South Western Ontario, you’re more than just an advisor – you’re your own boss who benefits from the strength of our Desjardins partnership.  As a full-service financial services provider with access to multiple insurers and investment fund providers, we empower our advisors to tailor solutions to their clients’ unique needs. We value and respect your independence, offering unparalleled support and services and a commitment to professionalism.
Due to our exceptional growth, we’re seeking self-motivated and knowledgeable individuals to join our dynamic, entrepreneurial team at DFSIN South Western Ontario.
Requirements

Minimum two years experience as a Financial Advisor or Financial Planner
Proven sales track record
Demonstrated ability to develop, build and maintain strong client relationships
Excellent communication skills
Empathetic to clients’ needs
Ability to analyze data and individual circumstances and recommend customized solutions
Mutual Funds licence required (IFIC or CSC)
A valid life licence (LLQP) is an asset
Strong technological skills
Our Distinctive Offer
When you choose DFSIN South Western Ontario, you’re choosing Desjardins’ stability, backed by support from a multi-disciplinary team of financial professionals.  You’ll have the freedom to choose solutions from leading Canadian insurers and mutual fund companies while benefitting from:

Attractive incentives for advisors transitioning existing books of business
Dynamic leadership and access to a supportive community of professionals
Ongoing business development support
Available office or workstation support with administrative assistance
Be Part of a Winning Team
Interested in joining our team?  Our multi-disciplinary team is available to work and collaborate with you as you help your clients reach their full potential.  Be part of a unique professional culture where you can exchange ideas and best practices with colleagues.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.
 
Apply Now
We thank all applicants for their interest, however, only those under consideration will be contacted.  Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
 Ready to take the next step in your career? Apply now and join us on this exciting journey!
Join a Network that’s Invested in You
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further.  And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success. 
You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products.  If you’re looking to grow your business by acquisition or to sell your book of business, we can help.
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
 We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Financial Advisor New Career
 
Are you ready for a new career that offers limitless opportunities in the financial services industry?  Do you dream of taking control of your success and financial independence?  It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal fulfilment.
Join us at Desjardins Financial Security Independent Network, South Western Ontario, where your exponential growth awaits. We’re seeking highly motivated individuals to join our dynamic team and who want to build successful businesses with the support of a multi-billion organization. At DFSIN South Western Ontario, we value and respect your independence and offer unwavering support and a commitment to professionalism.
About the Role

No prior experience in the financial services industry? No problem. We provide exceptional training and support to help you kickstart your business and career, including mentoring and ongoing recognition for your achievements. We’re looking for individuals who are driven, self motivated, and eager to learn.
As a financial advisor, you’ll have the opportunity to make a meaningful impact on peoples’ lives by helping them achieve their financial security and realize their dreams. With our comprehensive business model, you’ll enjoy the perfect balance between independence and team support.
Who We’re Looking For
Are you ambitious? Entrepreneurial? And results driven?  Do you possess excellent communication skills and a passion for serving clients’ best interests and securing their financial futures?  If so, you could be the perfect fit for our team.  We’re seeking individuals who are dedicated to building strong client relationships and providing expert advice and solutions to help clients achieve their financial goals.
Why Join Us
At DFSIN South Western Ontario, we’re committed to your success.  We offer a highly competitive and unique performance-based compensation structure, allowing you to earn unlimited income based on your hard work and dedication.  As a financial advisor, you’ll enjoy flexible work hours, varied responsibilities, and freedom to choose your clients and areas of professional development.
Our Offer
As a professional organization, we understand the importance of effective training and support. That’s why we provide comprehensive training programs, both in our financial centres and in the field, to ensure you have the skills and knowledge necessary to succeed.  With our licence preparation program, field training, professional development opportunities and advanced technology platforms, you’ll have everything you need to thrive in your career.
Join us at DFSIN South Western Ontario and become a member of a highly motivated team with a proven track record of success.  Take the first step towards a rewarding career in the financial services industry and unlock your potential with us.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.
 
Apply Now
We thank all applicants for their interest, however, only those under consideration will be contacted.  Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
 Ready to take the next step in your career? Apply now and join us on this exciting journey!
Join a Network that’s Invested in You
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further.  And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success. 
You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products.  If you’re looking to grow your business by acquisition or to sell your book of business, we can help.
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
 We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Experienced Financial Advisor/Planner
 
Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence.  Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.
Let’s talk. It’s an exciting time to join us!
At Desjardins Financial Security Independent Network South Western Ontario, you’re more than just an advisor – you’re your own boss who benefits from the strength of our Desjardins partnership.  As a full-service financial services provider with access to multiple insurers and investment fund providers, we empower our advisors to tailor solutions to their clients’ unique needs. We value and respect your independence, offering unparalleled support and services and a commitment to professionalism.
Due to our exceptional growth, we’re seeking self-motivated and knowledgeable individuals to join our dynamic, entrepreneurial team at DFSIN South Western Ontario.
Requirements

Minimum two years experience as a Financial Advisor or Financial Planner
Proven sales track record
Demonstrated ability to develop, build and maintain strong client relationships
Excellent communication skills
Empathetic to clients’ needs
Ability to analyze data and individual circumstances and recommend customized solutions
Mutual Funds licence required (IFIC or CSC)
A valid life licence is an asset
Strong technological skills
Our Distinctive Offer
When you choose DFSIN South Western Ontario, you’re choosing Desjardins’ stability, backed by support from a multi-disciplinary team of financial professionals.  You’ll have the freedom to choose solutions from leading Canadian insurers and mutual fund companies while benefitting from:

Attractive incentives for advisors transitioning existing books of business
Dynamic leadership and access to a supportive community of professionals
Ongoing business development support
Available office or workstation support with administrative assistance
Be Part of a Winning Team
Interested in joining our team?  Our multi-disciplinary team is available to work and collaborate with you as you help your clients reach their full potential.  Be part of a unique professional culture where you can exchange ideas and best practices with colleagues.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.
 
Apply Now
We thank all applicants for their interest, however, only those under consideration will be contacted.  Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
 Ready to take the next step in your career? Apply now and join us on this exciting journey!
Join a Network that’s Invested in You
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further.  And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success. 
You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products.  If you’re looking to grow your business by acquisition or to sell your book of business, we can help.
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
 We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Financial Advisor New Career
 
Are you ready for a new career that offers limitless opportunities in the financial services industry?  Do you dream of taking control of your success and financial independence?  It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal fulfilment.
Join us at Desjardins Financial Security Independent Network, South Western Ontario, where your exponential growth awaits. We’re seeking highly motivated individuals to join our dynamic team and who want to build successful businesses with the support of a multi-billion organization. At DFSIN South Western Ontario, we value and respect your independence and offer unwavering support and a commitment to professionalism.
About the Role

No prior experience in the financial services industry? No problem. We provide exceptional training and support to help you kickstart your business and career, including mentoring and ongoing recognition for your achievements. We’re looking for individuals who are driven, self motivated, and eager to learn.
As a financial advisor, you’ll have the opportunity to make a meaningful impact on peoples’ lives by helping them achieve their financial security and realize their dreams. With our comprehensive business model, you’ll enjoy the perfect balance between independence and team support.
Who We’re Looking For
Are you ambitious? Entrepreneurial? And results driven?  Do you possess excellent communication skills and a passion for serving clients’ best interests and securing their financial futures?  If so, you could be the perfect fit for our team.  We’re seeking individuals who are dedicated to building strong client relationships and providing expert advice and solutions to help clients achieve their financial goals.
Why Join Us
At DFSIN South Western Ontario, we’re committed to your success.  We offer a highly competitive and unique performance-based compensation structure, allowing you to earn unlimited income based on your hard work and dedication.  As a financial advisor, you’ll enjoy flexible work hours, varied responsibilities, and freedom to choose your clients and areas of professional development.
Our Offer
As a professional organization, we understand the importance of effective training and support. That’s why we provide comprehensive training programs, both in our financial centres and in the field, to ensure you have the skills and knowledge necessary to succeed.  With our licence preparation program, field training, professional development opportunities and advanced technology platforms, you’ll have everything you need to thrive in your career.
Join us at DFSIN South Western Ontario and become a member of a highly motivated team with a proven track record of success.  Take the first step towards a rewarding career in the financial services industry and unlock your potential with us.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.
 
Apply Now
We thank all applicants for their interest, however, only those under consideration will be contacted.  Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
 Ready to take the next step in your career? Apply now and join us on this exciting journey!
Join a Network that’s Invested in You
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further.  And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success. 
You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products.  If you’re looking to grow your business by acquisition or to sell your book of business, we can help.
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
 We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Life & Health Insurance Advisor 
BECOME A PART OF OUR SUCCESS STORY.
Are you looking for a new career? Something that you can build upon your time frame? 
Are you a stay at home parent who is looking to get back into the work force?
Are you looking for a career that offers you the flexibility to work where you want and the hours you want? 
What if you could do all that while working for one of the strongest, safest, and oldest financial institutions in the country? 
Here is an opportunity for you to build a successful business practice with the help of multi-billion dollar organization. It's exciting to join us, let's talk!
At Desjardins, we are a Canadian leader in the Life insurance and financial services industry and due to our exceptional growth we are looking for highly motivated individuals to join our network at one of our Financial Centre’s in Southwestern Ontario Region as Life and Health Insurance Advisors for life insurance, living benefits, group insurance and a full range of mutual and segregated funds. We have the most motivated, knowledgeable and ethical sales team in the network working with the national distribution system. Our goal is to be a dynamic market-driven provider of quality life and health insurance, investments and related financial services for Canadians. 
This is not a salary position, however, for qualified individuals, we are offering financial support during the first year with us to help you build partnerships and clients. With our competitive and unique, performance-based compensation structure you can achieve unlimited earnings you work so hard for. This position will appeal to individuals who want to make an above average income and be generously rewarded for their efforts. You are ambitious, self-motivated, entrepreneurial individual who is results-oriented and driven by success.
As a professional, your service to the public is meeting with people to put a plan in place to help them achieve financial security. As a business person, you have to market and promote yourself in your community as any other professional service provider, in order to meet potential clients. No prior experience in the insurance/financial services industry is necessary. You will receive exceptional training, corporate and in the field, mentoring and support to help you build your business. 
At Desjardins Financial Security Independent Network we provide you a business model that is balanced between partnership, independence and team support. We pride ourselves on our excellent company culture, our very clean and safe working environment, and our commitment to being an equal opportunity company.

Requirements:

Track record in a direct sales, financial or retail, or customer service environment
Ability to source and generate new client leads and acquire clients
Meet and exceed both individual and team sales targets
Aptitude to establish, develop and build long-lasting client relationships
Dedicated to serving your clients in their best interest
Disposed to work with your clients to understand their objectives and recommend the most suitable solution products to match their needs
Willing to obtain licence(s) and pursue ongoing training, professional development as required
Great communication skills, professional appearance and demeanor
Act as a brand ambassador representing Desjardins professionally and in accordance with company's value proposition.

We Offer:

HLLQP License preparation program including case studies, workshops and practice exams
Training programs where you will learn:
What it is like to be a Financial Services Insurance professional 
Extensive product knowledge, the fundamentals of insurance and investments
How to become self-sucifient in marketing concepts and prospecting
Sales approaches and how to present solutions

Career development resources and support:
coaching and mentoring, one-on-one training with a designated field manager
market evaluation/development project, prospecting concepts and tools
complete portfolio of insurance and investment products from numerous companies, including major banks
for those who qualify, initial pay/allowance to help you transition to DFS business model
access to a team of specialists, advanced technology and tools, technical assistance seven days a week

Ongoing professional development and continuing education credits
Initiatives and resources leading to professional designations 
Recognition and rewards program for outstanding performance
Immediate vesting and ownership of client base from 1st day of contract
Office/workstation, telephone, internet, office and administration support.
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 1,800 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance. More information on www.dfsin.ca.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Life & Health Insurance Advisor 
BECOME A PART OF OUR SUCCESS STORY.
Are you looking for a new career? Something that you can build upon your time frame? 
Are you a stay at home parent who is looking to get back into the work force?
Are you looking for a career that offers you the flexibility to work where you want and the hours you want? 
What if you could do all that while working for one of the strongest, safest, and oldest financial institutions in the country? 
Here is an opportunity for you to build a successful business practice with the help of multi-billion dollar organization. It's exciting to join us, let's talk!
At Desjardins, we are a Canadian leader in the Life insurance and financial services industry and due to our exceptional growth we are looking for highly motivated individuals to join our network at one of our Financial Centre’s in Southwestern Ontario Region as Life and Health Insurance Advisors for life insurance, living benefits, group insurance and a full range of mutual and segregated funds. We have the most motivated, knowledgeable and ethical sales team in the network working with the national distribution system. Our goal is to be a dynamic market-driven provider of quality life and health insurance, investments and related financial services for Canadians. 
This is not a salary position, however, for qualified individuals, we are offering financial support during the first year with us to help you build partnerships and clients. With our competitive and unique, performance-based compensation structure you can achieve unlimited earnings you work so hard for. This position will appeal to individuals who want to make an above average income and be generously rewarded for their efforts. You are ambitious, self-motivated, entrepreneurial individual who is results-oriented and driven by success.
As a professional, your service to the public is meeting with people to put a plan in place to help them achieve financial security. As a business person, you have to market and promote yourself in your community as any other professional service provider, in order to meet potential clients. No prior experience in the insurance/financial services industry is necessary. You will receive exceptional training, corporate and in the field, mentoring and support to help you build your business. 
At Desjardins Financial Security Independent Network we provide you a business model that is balanced between partnership, independence and team support. We pride ourselves on our excellent company culture, our very clean and safe working environment, and our commitment to being an equal opportunity company.

Requirements:

Track record in a direct sales, financial or retail, or customer service environment
Ability to source and generate new client leads and acquire clients
Meet and exceed both individual and team sales targets
Aptitude to establish, develop and build long-lasting client relationships
Dedicated to serving your clients in their best interest
Disposed to work with your clients to understand their objectives and recommend the most suitable solution products to match their needs
Willing to obtain licence(s) and pursue ongoing training, professional development as required
Great communication skills, professional appearance and demeanor
Act as a brand ambassador representing Desjardins professionally and in accordance with company's value proposition.

We Offer:

HLLQP License preparation program including case studies, workshops and practice exams
Training programs where you will learn:
What it is like to be a Financial Services Insurance professional 
Extensive product knowledge, the fundamentals of insurance and investments
How to become self-sucifient in marketing concepts and prospecting
Sales approaches and how to present solutions

Career development resources and support:
coaching and mentoring, one-on-one training with a designated field manager
market evaluation/development project, prospecting concepts and tools
complete portfolio of insurance and investment products from numerous companies, including major banks
for those who qualify, initial pay/allowance to help you transition to DFS business model
access to a team of specialists, advanced technology and tools, technical assistance seven days a week

Ongoing professional development and continuing education credits
Initiatives and resources leading to professional designations 
Recognition and rewards program for outstanding performance
Immediate vesting and ownership of client base from 1st day of contract
Office/workstation, telephone, internet, office and administration support.
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 1,800 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance. More information on www.dfsin.ca.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Experienced Financial Advisor/Planner
 
Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence.  Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.
Let’s talk. It’s an exciting time to join us!
At Desjardins Financial Security Independent Network South Western Ontario, you’re more than just an advisor – you’re your own boss who benefits from the strength of our Desjardins partnership.  As a full-service financial services provider with access to multiple insurers and investment fund providers, we empower our advisors to tailor solutions to their clients’ unique needs. We value and respect your independence, offering unparalleled support and services and a commitment to professionalism.
Due to our exceptional growth, we’re seeking self-motivated and knowledgeable individuals to join our dynamic, entrepreneurial team at DFSIN South Western Ontario.
Requirements

Minimum two years experience as a Financial Advisor or Financial Planner
Proven sales track record
Demonstrated ability to develop, build and maintain strong client relationships
Excellent communication skills
Empathetic to clients’ needs
Ability to analyze data and individual circumstances and recommend customized solutions
Mutual Funds licence required (IFIC or CSC)
A valid life licence is an asset
Strong technological skills
Our Distinctive Offer
When you choose DFSIN South Western Ontario, you’re choosing Desjardins’ stability, backed by support from a multi-disciplinary team of financial professionals.  You’ll have the freedom to choose solutions from leading Canadian insurers and mutual fund companies while benefitting from:

Attractive incentives for advisors transitioning existing books of business
Dynamic leadership and access to a supportive community of professionals
Ongoing business development support
Available office or workstation support with administrative assistance
Be Part of a Winning Team
Interested in joining our team?  Our multi-disciplinary team is available to work and collaborate with you as you help your clients reach their full potential.  Be part of a unique professional culture where you can exchange ideas and best practices with colleagues.
About Desjardins Financial Security Independent Network (DFSIN)
Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer.
 
Apply Now
We thank all applicants for their interest, however, only those under consideration will be contacted.  Desjardins Financial Security Independent Network and DFSIN South Western Ontario are equal opportunity employers.
 Ready to take the next step in your career? Apply now and join us on this exciting journey!
Join a Network that’s Invested in You
When you become a partnered advisor with Desjardins Financial Security Independent Network (DFSIN), you’ll be part of a network focused on a single mission: to take you and your clients further.  And you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success. 
You can offer your clients unbiased advice and have access to a broad and curated shelf of investment and insurance products.  If you’re looking to grow your business by acquisition or to sell your book of business, we can help.
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
Join our Team at DFSIN South Western Ontario today.
 We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.