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Experienced Financial Advisor/Planner

@ Desjardins Financial Security Independent Network - Southwestern Ontario

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Hamilton, Ontario

Full-time2+ years experience
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SIGNALS

Overview

Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is hiring experienced Financial Advisors and Financial Planners to build and grow independent advisory practices. The work covers financial planning, wealth management and insurance solutions, client reviews, and generating new business. Candidates need at least 2 years of advisor experience and the Mutual Funds and LLQP licences.

Responsibilities:

  • Build, manage and grow an advisory practice
  • Develop and maintain long-term client relationships
  • Deliver financial planning, wealth management and insurance solutions
  • Conduct client reviews and needs assessments
  • Generate new business through referrals, networking and prospecting

Requirements summary:

  • Minimum 2 years as a Financial Advisor or Financial Planner
  • Proven success in business development
  • Mutual Funds Licence (IFIC or CSC) required
  • LLQP licence required
  • Strong communication and interpersonal skills

Tools & skills

SalesFinancial planningCold callingRegulatory complianceClient relationship managementCommunication skillsInterpersonal skillsCSCLLQP
Source and dates

Source type not verified · talentnest

Employer posting date
2026-10-05
First seen by our source
2026-10-15
Source record updated
2026-11-05

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentBusiness development
Experience2+ years
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice, Client sites
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsMutual Funds Licence (IFIC or CSC), LLQP
Perks mentionedTransit support

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Desjardins Financial Security Independent Network - Southwestern Ontario

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Job description

Experienced Financial Advisor

Experienced Financial Advisor / Financial Planner

Grow Your Practice. Stay Independent. Expand Your Opportunities.

Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is seeking experienced Financial Advisors and Financial Planners who are looking for greater independence, business growth opportunities, and the support of a nationally recognized organization.

As an independent advisor, you'll maintain control of your practice while gaining access to a broad multi-supplier platform, business development resources, advanced technology, and a collaborative network dedicated to advisor success.

What You'll Do

  • Build, manage, and grow your advisory practice
  • Develop and maintain long-term client relationships
  • Deliver financial planning, wealth management, and insurance solutions
  • Conduct ongoing client reviews and needs assessments
  • Generate new business through referrals, networking, and prospecting
  • Maintain regulatory compliance and professional standards

What We're Looking For

  • Minimum 2 years' experience as a Financial Advisor or Financial Planner
  • Proven success in business development and client relationship management
  • Strong communication and interpersonal skills
  • Client-focused approach with a commitment to delivering value
  • Mutual Funds Licence (IFIC or CSC) required
  • LLQP licence required

Why Join DFSIN Southwestern Ontario?

  • Independence backed by a trusted Canadian financial organization
  • Support transitioning and growing your book of business
  • Access to a broad range of insurance and investment solutions
  • Business development, marketing, and technology support
  • Succession planning and long-term growth opportunities
  • Collaborative network of experienced advisors and specialists
  • Office and administrative support options available

With more than 1,500 independent advisors across Canada, DFSIN provides the resources, flexibility, and support to help advisors build thriving businesses and better serve their clients.

Apply Today

If you're ready to take your practice to the next level while maintaining your independence, we'd love to hear from you.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

DFSIN Southwestern Ontario is committed to fostering an inclusive and diverse workplace.

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