Financial Security Advisor Trainee Are you looking for a new career and are excited by the ... associates with a companywide commitment to professionalism. About the Role No prior experience in ...
Financial Security Advisor Trainee Are you looking for a new career and are excited by the ... associates with a companywide commitment to professionalism. About the Role No prior experience in ...
Financial Security Advisor Trainee Are you looking for a new career and are excited by the ... associates with a companywide commitment to professionalism. About the Role No prior experience in ...
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Financial Security Advisor Trainee Are you looking for a new career and are excited by the ... associates with a companywide commitment to professionalism. About the Role No prior experience in ...
Associate Advisor
Windsor, ON ยท On-site
CA$38K - CA$60K/yr
... Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client ... Finance, economics or business degree * Other professional of investment industry designations ...
Associate Advisor
Windsor, ON ยท On-site
CA$38K - CA$60K/yr
... Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client ... Finance, economics or business degree * Other professional of investment industry designations ...
Associate
Windsor, ON ยท On-site
CA$37K - CA$50K/yr
Coordinate and prepare meetings for Advisors with their clients/prospects. * Provide proactive ... A world-class training program in financial service Job Skills Account Management, Customer Success ...
Associate
Windsor, ON ยท On-site
CA$37K - CA$50K/yr
Coordinate and prepare meetings for Advisors with their clients/prospects. * Provide proactive ... A world-class training program in financial service Job Skills Account Management, Customer Success ...
Real Assets, Infrastructure Project Finance, Manager
Windsor, ON ยท On-site
CA$84K - CA$134K/yr
... advisor * Train, coach, and review work completed by Associates and Senior Associates across ... Proven financial modelingexpertise, including the development and review of models for ...
Real Assets, Infrastructure Project Finance, Manager
Windsor, ON ยท On-site
CA$84K - CA$134K/yr
... advisor * Train, coach, and review work completed by Associates and Senior Associates across ... Proven financial modelingexpertise, including the development and review of models for ...
Customer Experience Associate- Future Opportunities
Leamington, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate- Future Opportunities
Leamington, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate Future Opportunities
Belle River, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate Future Opportunities
Belle River, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate- Future Opportunities
Chatham, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate- Future Opportunities
Chatham, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate Future Opportunities
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate Future Opportunities
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate- Future Opportunities
Windsor, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate- Future Opportunities
Windsor, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate- Future Opportunities
Lasalle, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate- Future Opportunities
Lasalle, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate Future Opportunities
Kingsville, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate Future Opportunities
Kingsville, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Leamington, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Leamington, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Windsor, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Windsor, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Kingsville, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Kingsville, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Chatham, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Chatham, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Harrow, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-...
Harrow, ON ยท On-site
CA$22 - CA$27.21/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Connect personally with customers to advise them appropriately and clearly on banking solutions and ...
Private Banking Client Service Associate
Windsor, ON ยท On-site
CA$50K - CA$71K/yr
TD is one of the world's leading global financial institutions and is the fifth largest bank in ... Please be advised that this job opportunity is subject to provincial regulation for employment ...
Private Banking Client Service Associate
Windsor, ON ยท On-site
CA$50K - CA$71K/yr
TD is one of the world's leading global financial institutions and is the fifth largest bank in ... Please be advised that this job opportunity is subject to provincial regulation for employment ...
September 2027 - Tax (CPA) - Full-time - Windsor
Windsor, ON ยท Hybrid
CA$59K - CA$69K/yr
As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Advising, Financial Planning, Financial Risk Management, Inclusion, Income Tax Provisions ...
September 2027 - Tax (CPA) - Full-time - Windsor
Windsor, ON ยท Hybrid
CA$59K - CA$69K/yr
As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Advising, Financial Planning, Financial Risk Management, Inclusion, Income Tax Provisions ...
The Associate General Counsel - Transactions serves as the Legal Department's lead attorney for ... Advise the company regarding listing agreements, co-broker agreements, broker liens, broker waivers ...
The Associate General Counsel - Transactions serves as the Legal Department's lead attorney for ... Advise the company regarding listing agreements, co-broker agreements, broker liens, broker waivers ...
Associate Financial Advisor information
What does an associate financial advisor do?
What are some typical challenges an associate financial advisor may face when building their client base?
What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing financial plans, advising clients, making investment decisions |
The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.
What are the most commonly searched types of Financial Advisor jobs in Windsor, ON?
The most popular types of Financial Advisor jobs in Windsor, ON are:
What are popular job titles related to Associate Financial Advisor jobs in Windsor, ON?
For Associate Financial Advisor jobs in Windsor, ON, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Windsor, ON look for?
The top searched job categories for Associate Financial Advisor jobs in Windsor, ON are:
What cities near Windsor, ON are hiring for Associate Financial Advisor jobs?
Cities near Windsor, ON with the most Associate Financial Advisor job openings:

Financial Advisor Trainee (Windsor)
Windsor, ON โข On-site
Full-time
Re-posted 7 hours ago
Job description
Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What's holding you back fromย becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire.ย
Let's talk. It's an exciting time to join us!
At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth, we are looking for highly motivated individuals to join our successful team in one of our Financial Centres in Southwestern Ontario. Here is an opportunity for you to build a successful business practice with the help of a multi-billion dollar organization. We value and respect an Advisors Independence! Our track record is based on the quality of support services delivered to our independent associates with a companywide commitment to professionalism.
About the Roleย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย
No prior experience in the financial services industry is necessary. You will receive exceptional training and support to help build your business, mentoring, and ongoing recognition for your achievements. We are looking for individuals who are driven to be successful, possess self-management skills, and are willing to learn.ย
The role of a financial advisor involves meeting with people to put a plan in place to help them achieve their financial security and realize their dreams. As a professional, your service to the public is financial security planning. As a business person, you have to market and promote yourself in your community as any other professional service provider in order to meet potential clients. Withย Desjardins Financial Security Independent Networkย we provide you a business model that is balanced between independence and team support.
With our highly competitive and unique performance-based compensation structure, you can achieve unlimited earnings you work so hard for.ย This is an excellent opportunity for an individual that is results oriented and wants to earn above average income and be generously rewarded for their efforts.ย A career as a financial advisor offers you flexible work hours, varied tasks, freedom to choose clients and areas of professional development in which you wish to specialize
ย
About You
You are an ambitious, entrepreneurial, and results-driven individual. Have a great attitude, are sociable and dedicated to serving your clients in their best interest and you always consider the facts objectively and carefully before arriving at a conclusion. You are considerate, able to build and maintain client relationships and love helping people by providing advice and solutions to meet their goals and dreams to achieve financial security. ย
Competencies
- Track record in a direct sales, retail, or customer service environment
- Willing to obtain licence(s) and pursue training/professional development as required
- Ability to network, utilize social media to source, generate and acquire new client leads
- Meet and exceed both individual and team sales targets
- Capable of working independently and in a team environment
- Professional appearance and demeanor
- Act as a brand ambassador representing Desjardins professionally and in accordance with company's value proposition.
- Strong desire to be your own boss
Our Offer
As an organization we recognize how important effective and thorough training is to becoming a successful business professional. We offer comprehensive training that takes place in the financial centre and in the field. We also offer our multi-phase home office training program delivered to you by training specialists. Our key training goal is to ensure that you will have a high level of competency in providing financial advice to your clients.
- License preparation program, including case studies, workshops and exam preparation session
- Pre-contract and continuing training to become competent and self-sufficient in prospecting, marketing concepts, and sales approaches
- Technology platform support for the first 3 years;ย no desk fees, back office, internet, telephone or administrative fees
- Career Development Support & Resources: coach/mentor, field manager, a team of specialists at your disposalย
- Ongoing professional development, continuing education credits, initiatives and resources leading to professional designations that will help you realize your potential
- Immediate vesting and ownership of your client base and your book of business
- Advanced technology: access to tools, resources, and technical assistance if needed seven days a week; almost everything is done electronically
- A complete portfolio of investment/mutual fund and insurance companies (including all major banks); no proprietary product requirement.
We have a highly motivated management and training team with over 80 years of combined experience in developing successful financial advisors from a variety of occupational backgrounds. Our core value proposition is to provide Canadians with sound comprehensive financial advice through our well trained and professional financial advisors.
Today,ย Desjardins Groupย is the largest financial cooperative in Canada, ranked the second strongest financial institution in the world byย Bloombergย (2014).ย Desjardins Financial Security Independent Network (DFSIN)ย is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpartย SFL Partner of Desjardins Financial Securityย in Quebec and New Brunswick, the network has more than 1,800 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services forย Desjardins Insurance. More information onย www.dfsin.ca.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.
Employment Type: Full Time