Manager, Investments & Financial Advisors


Windsor #249
Windsor, Ontario


Last Day to Apply: December 15, 2018

Manager, Investments & Financial Advisors

BECOME A PART OF OUR SUCCESS STORY

Are you currently a Financial Services Professional: Investment/Wealth Mgmt/Insurance Advisor, who has experience in management and/or would like to pursue a leadership role? At Desjardins Financial Security Independent Network (DFSIN), we are looking for Mutual Fund and/or Insurance licensed professionals who are considering to expand on their business and build a team of financial advisors to mentor and develop. In this role, successful candidates would be responsible for coaching, mentoring, developing and managing teams of advisors and associates. You would work independently in your business in a partnership with and support of Desjardins, hence you would have the training, assistance, resources, specialists, marketing and technology at your disposal.

DFSIN is part of the Desjardins Group which has assets of over $275 billion, the largest Cooperative Financial Group in Canada and the fifth largest financial institution in the country. We are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners serving over 7 million members and clients. We are a full service financial services provider with access to multiple insurers, brokerage, investment products and wealth management including all major banks. Our track record is based on the quality of support services delivered to advisors with a companywide commitment to professionalism. We believe in listening to our advisors' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs. 

Due to our exceptional growth, we are looking for experienced individuals to join our success story at one of our Financial Centres in South Western Ontario as a Manager of Financial Advisors.

Requirements:

  • Minimum 3-5 years experience as a Financial Advisor
  • A proven track record as a Sales Leader
  • Minimum $3M Assets under management
  • Meet and exceed both individual and team sales targets
  • Strong management/leadership skills
  • Ability to attract and retain top talent
  • Build and establish strong client relationships
  • Act as a brand ambassador - representing the organization professionally and in accordance with our value and mission
  • Mutual Fund License required (IFIC or CSC)
  • A valid HLLQP License would be an asset or willing to obtain within 6 months of contract


We Offer:

  • Investment Passport Program in which a financial commitment/compensation is given to advisors with existing assets under management
  • Maximum Commission/override structure, plus bonus compensation on recruited advisors
  • Vesting and full ownership of clients/book of business from the first day of contract 
  • A complete portfolio of insurance and investment products from almost all Canadian insurance and investment companies at your disposal
  • Continuous training and education in insurance, investments and sales
  • Ongoing professional development programs and initiatives (including professional designations) to help you realize your potentiatial
  • Recognition and rewards for outstanding performance.
  • Office/workstation provided including phone, internet, and administrative support, as well as access to multipile locations/financial centres in South Western Ontario

 

Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

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