Financial Planner

Desjardins Financial Security Independent Network, along with SFL Wealth Management in Quebec and New Brunswick, forms a robust distribution network specializing in wealth management. With a team of 1,500 independent advisors, we provide tailored financial solutions to help clients navigate every stage of life. Supported by the strength of Desjardins, Canada’s leading co-operative financial group, we combine reliability with the flexibility of a multi-supplier model.

Clients benefit from expert advice and a comprehensive suite of financial products and services. As a DFSIN advisor, your product shelf extends beyond DFSIN, giving you access to solutions and support from leading insurance manufacturers such as Manulife, Sun Life, Canada Life, and Industrial Alliance, etc.

This is a full-time hybrid role for a Financial Planner based in Markham, ON. Some work-from-home flexibility is provided. The Financial Planner will be responsible for developing personalized financial plans, assisting clients with their financial goals, providing guidance on retirement planning and investment strategies, and maintaining up-to-date knowledge of financial products and regulations. Building strong client relationships and collaborating with a multidisciplinary team are key aspects of the role.

• Proficiency in Financial Planning and Personal Financial Planning
• Experience as a Certified Financial Planner and familiarity with retirement planning strategies
• Strong understanding of finance principles and financial decision-making
• Effective communication and interpersonal skills to build trust with clients
• Self-motivation, organizational skills, and ability to work both independently and collaboratively
• Relevant certifications, such as CFP (Certified Financial Planner), are highly desirable
• Familiarity with regulatory requirements and industry best practices
• Post-secondary education in Finance, Business, or a related field