Apply now

Posted 4 months ago

Experienced Financial Advisor/Planner

@ Desjardins Financial Security Independent Network - Southwestern Ontario

Windsor, Ontario

Full-time2+ years experience
Apply now
SIGNALS

Overview

Desjardins Financial Security Independent Network South Western Ontario is hiring experienced financial advisors and planners to build their own practice as independent advisors. The role involves developing client relationships and recommending customized investment and insurance solutions from multiple providers. The posting requires at least two years of advisor experience, a Mutual Funds licence (IFIC or CSC), and offers support, incentives and flexibility.

Responsibilities:

  • Build and maintain client relationships
  • Analyze client data and individual circumstances
  • Recommend customized financial solutions
  • Sell mutual funds and insurance products
  • Grow own book of business

Requirements summary:

  • Minimum two years as financial advisor or planner
  • Proven sales track record
  • Mutual Funds licence (IFIC or CSC)
  • Valid life licence an asset
  • Strong technological skills

Tools & skills

Source and dates

Source type not verified · talentnest

Employer posting date
2026-07-02
First seen by our source
2026-10-15
Source record updated
2026-10-15

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

Job details

SeniorityMid level
DepartmentSales
Experience2+ years
Hours per week40 (estimated)
Work settingOffice, Client sites
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsMutual Funds licence (IFIC or CSC), Life licence
Perks mentionedPerformance bonus, 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

FieldValue
Open jobs on Jobsy11
Job description

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.

Similar jobs

  • Experienced Financial Advisor/Planner

    Kitchener, ON
    Full Time

    Desjardins Financial Security Independent Network - Southwestern Ontario

    2+ YOECandidates need at least 2 years as a financial advisor or planner, a proven record in business development and client relationships, and strong communication skills. A Mutual Funds Licence (IFIC or CSC) and an LLQP licence are required.

    Sales, Financial planning, Cold calling, Regulatory compliance, Client relationship management, Communication skills

    Experienced Financial Advisor/Planner

    Hamilton, ON
    Full Time

    Desjardins Financial Security Independent Network - Southwestern Ontario

    2+ YOECandidates need at least 2 years as a Financial Advisor or Financial Planner, with a proven record in business development. They must hold the Mutual Funds Licence (IFIC or CSC) and the LLQP licence, and show strong communication skills.

    Sales, Financial planning, Cold calling, Regulatory compliance, Client relationship management, Communication skills

    Experienced Financial Advisor/Planner

    London, ON
    Full Time

    Desjardins Financial Security Independent Network - Southwestern Ontario

    2+ YOECandidates need at least 2 years as a Financial Advisor or Financial Planner, with a proven record in business development. They must hold the Mutual Funds Licence (IFIC or CSC) and the LLQP licence, and show strong communication skills.

    Sales, Financial planning, Cold calling, Regulatory compliance, Client relationship management, Communication skills

  • Dispatch Security Guard - St. Clair College

    Windsor, ON
    $22.48/hrOn-sitePart Time

    Paladin Security Group

    Valid Ontario Security Guard License; Valid Class G Driver's License; Previous experience in dispatch, call center, or security operations center environments

  • Produce Clerk Part Time Day

    Windsor, ON
    Part Time

    Loblaw

    Candidates need flexibility for days, evenings and weekends, the ability to lift up to 50 lbs and stay mobile for a full shift. No previous experience is required, and a criminal record check is required for applicants aged 18 and over.

    Meat Clerk Part Time Day

    Windsor, ON
    Part Time

    Loblaw

    Candidates need teamwork, attention to detail, and a willingness to work fast-paced. No prior experience is required, and training is provided. Flexibility to work across departments and shifts, and the ability to lift up to 50 lb, are also needed.

  • Project specialist, day shift supervisor - wmss

    Windsor, ON
    Full Time

    Waste Management Canada

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily; The highest level of supervisory skills required in this job is the management of supervisory employees; The…

    Logistics, Characteristics of waste, Scheduling, Regulatory compliance, Inspection, Reporting

  • Keyholder (Part time) - Reitmans DEVONSHIRE MALL

    Windsor, ON
    On-sitePart Time

    Reitmans (Canada) Ltée/Ltd

    2+ YOECandidates need 2+ years of retail, sales or customer service experience, a high school diploma, and flexible availability including evenings, weekends and holidays. They also need fashion sense, POS and Microsoft Office skills, and the ability to stand for long periods, lift up to 40 lbs and use a 3 m step ladder.

    POS, ERP, ATS, Microsoft Office, step ladder

Locations & environments

Locations

All of CanadaRemote · Hybrid · On-site · Field

Pro tip: add remote jobs to widen your search.

Exclude locations

Workplace type

Company jobs in these results

These are this company’s jobs loaded in your current search. The company may have more openings.