Posted last month
Experienced Financial Advisor/Planner
@ Desjardins Financial Security Independent Network - Southwestern Ontario
Kitchener, Ontario
Overview
Desjardins Financial Security Independent Network (DFSIN) Southwestern Ontario is hiring experienced financial advisors and planners to build and grow their own independent practice. The work covers financial planning, wealth management, insurance solutions, client reviews and new business development. The posting requires a minimum of 2 years' advisor experience, a Mutual Funds Licence and an LLQP licence.
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 business development and client relationship success
- Strong communication and interpersonal skills
- Mutual Funds Licence (IFIC or CSC) required
- LLQP licence required
Tools & skills
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
| Seniority | Mid level |
| Department | Business development |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Mutual Funds Licence (IFIC or CSC), LLQP |
| Perks mentioned | Transit support |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins Financial Security Independent Network - Southwestern Ontario
| Field | Value |
|---|---|
| Open jobs on Jobsy | 11 |
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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