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Insurance/Investment Advisors

Offre en anglais

Meet with clients to understand financial goals and provide tailored insurance and investment solutions. Build long-term client relationships and implement strategies to help clients protect and grow their wealth.

  • Hybride
  • Markham, ON
  • Publié 1 sept. 2026
  • Postuler avant le 1 oct. 2026
  • 1 poste

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Résumé du poste

Insurance & Investment Advisor Desjardins Financial Security Independent Network (DFSIN) Greater Toronto Area | Hybrid Opportunity Looking for More Than Just a Job? If you're ambitious, enjoy working with people, and want the opportunity to build your own business while making a real difference in clients' lives, this could be the career you've been looking for. At Desjardins Financial Security Independent Network, we're growing and looking for motivated individuals who want to help Canadians protect their families, grow their wealth, and plan confidently for the future. Whether you have experience in financial services, sales, banking, business development, or customer service—or you're simply motivated to build a successful career—we provide the training, mentorship, and support to help you succeed. What You'll Be Doing Meeting with individuals, families, and business owners to understand their financial goals. Providing insurance and investment solutions tailored to each client's needs. Building and maintaining long-term client relationships based on trust and service. Growing your professional network and developing referral relationships. Creating and implementing financial strategies that help clients protect and build their wealth. Continuously developing your knowledge through ongoing training and professional development. What We Offer ✔ Comprehensive training and mentorship from experienced advisors and leaders. ✔ Flexible work environment with the ability to manage your own schedule. ✔ Access to a broad range of insurance and investment solutions. ✔ A supportive team culture focused on growth and success. ✔ Clear opportunities for advancement into leadership and management roles. ✔ Unlimited earning potential based on your effort, performance, and client relationships. What We're Looking For Strong communication and relationship-building skills. A positive attitude and a desire to learn. Self-motivated individuals who enjoy working independently. A professional and client-focused mindset. Experience in sales, customer service, finance, banking, or business is an asset but not required. LLQP license is an asset; candidates without a license may be considered and supported through the licensing process. Why This Career? This is not a typical 9-to-5 position. It's an opportunity to build a long-term professional practice, create meaningful relationships, and earn based on the value you bring to your clients. If you're looking for a career with purpose, flexibility, professional growth, and unlimited potential, we'd love to connect with you. Apply today to learn more about joining Desjardins Financial Security Independent Network and building a rewarding career as an Insurance & Investment Advisor.

Ce que vous ferez

Meet with clients to understand financial goals and provide tailored insurance and investment solutions. Build long-term client relationships and implement strategies to help clients protect and grow their wealth.

Exigences

Seeking self-motivated individuals with strong communication skills and a professional mindset. Experience in finance or sales is an asset, and while an LLQP license is preferred, support is provided for those without one.

Avantages

• Comprehensive Training • Mentorship • Flexible Work Environment • Professional Development Opportunities • Leadership Advancement Opportunities

Compétences indiquées

  • Service à la clientèleSouhaitée
  • Financial planningSouhaitée
  • Communication SkillsSouhaitée
  • Relationship BuildingSouhaitée
  • Business developmentSouhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

  • Financial Planning
  • Insurance Sales
  • Investment Advisory
  • Relationship Building
  • Business Development
  • Customer Service
  • Communication Skills
  • Financial Strategy
  • Networking
  • Client Management

Domaines d’emploi

  • Finance & Accounting
  • Sales
  • Consulting
  • Customer Service & Support

Renseignements supplémentaires

Formation minimale
Diplôme professionnel
Expérience minimale
2+ ans
Postuler avant le
1 oct. 2026
Langue de l’offre
anglais
Heures de travail
40 heures par semaine
Niveau d’expérience
Mid-Senior level
Mode de candidature
La candidature directe est offerte