Financial Advisor Trainee


Windsor #249
Windsor, Ontario


Last Day to Apply: December 15, 2018

Financial Security Advisor Trainee

"If you are looking for a new career and are excited by the limitless opportunities financial services industry has to offer we would love to hear from you. 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 South Western Ontario Region. Here is an opportunity for you to build a successful business practice with the help of a multi-billion dollar organization. At Desjardins, you can become your own boss, have the work-life balance, achieve the quality lifestyle and success you deserve and desire. 

About You

You are an ambitious, entrepreneurial, and results-driven individual. Have a great attitude, are 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.  

About the Role                                             

No prior experience in the financial services industry is necessary.  We are looking for individuals who are driven to be successful, possess self-management skills, and are willing to learn. This is an excellent opportunity for an individual that is results oriented and wants to earn above average and be generously rewarded for their efforts. 

As a Financial Security Advisor you would provide the following professional services to clients:

  • Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long-Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits.
  • Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans.
  • Personal/Commercial Mortgages and Financing.
  • Cash Flow Analysis, Budgeting, and Full Financial Review.

Requirements

  • A proven track record in a direct sales, retail or customer service environment
  • A preference for achieving extraordinary financial success through variable, performance-based compensation
  • 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.

 Our Offer - for those who qualify

  • 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
  • Free computer/laptop with all the software for 6 months; 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; training allowance to assist you during your initial time 
  • We value your continued growth and it's important to us. We offer 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: whenever/wherever: 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 propriatary product requirement.

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.

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.

We thank all the Applicants, however, only those under consideration will be contacted; Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

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