Ownership from Day One - Build equity in your own business. Your clients and renewals are YOURS to ... Ongoing training, mentorship, and education to fuel your success. * Office and admin support ...
Ownership from Day One - Build equity in your own business. Your clients and renewals are YOURS to ... Ongoing training, mentorship, and education to fuel your success. * Office and admin support ...
Financial Advisor
Etobicoke, ON · On-site
Ownership from Day One - Build equity in your own business. Your clients and renewals are YOURS to ... Ongoing training, mentorship, and education to fuel your success. * Office and admin support ...
Quick apply
Financial Advisor
Etobicoke, ON · On-site
Ownership from Day One - Build equity in your own business. Your clients and renewals are YOURS to ... Ongoing training, mentorship, and education to fuel your success. * Office and admin support ...
Financial Advisor
Ottawa, ON · On-site
CA$40K - CA$100K/yr
... shelves in the industry -- all the infrastructure of a large firm, without giving up your ... Industry-leading new advisor training and mentorship * Marketing, communications, and business ...
Quick apply
Financial Advisor
Ottawa, ON · On-site
CA$40K - CA$100K/yr
... shelves in the industry -- all the infrastructure of a large firm, without giving up your ... Industry-leading new advisor training and mentorship * Marketing, communications, and business ...
Financial Advisor
Ottawa, ON · On-site
... shelves in the industry - all the infrastructure of a large firm, without giving up your ... Industry-leading new advisor training and mentorship * Marketing, communications, and business ...
Financial Advisor
Ottawa, ON · On-site
... shelves in the industry - all the infrastructure of a large firm, without giving up your ... Industry-leading new advisor training and mentorship * Marketing, communications, and business ...
Financial Advisor
Toronto, ON · Hybrid
As a Financial Advisor within our National Branch, you will play a key role in supporting clients through professional, compliant, and personalized wealthmanagement services while developing your ...
Financial Advisor
Toronto, ON · Hybrid
As a Financial Advisor within our National Branch, you will play a key role in supporting clients through professional, compliant, and personalized wealthmanagement services while developing your ...
Financial Advisor
Toronto, ON · Hybrid
As a Financial Advisor within our National Branch, you will play a key role in supporting clients through professional, compliant, and personalized wealthmanagement services while developing your ...
Financial Advisor
Toronto, ON · Hybrid
As a Financial Advisor within our National Branch, you will play a key role in supporting clients through professional, compliant, and personalized wealthmanagement services while developing your ...
Financial Advisor (Bilingual)
Ottawa, ON · On-site
CA$60K - CA$70K/yr
Financial Advisor Position Summary The Financial Advisor is responsible for contributing to the ... Fluent in both English and French. Assets include a Certified Financial Planner (CFP ® ...
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Financial Advisor (Bilingual)
Ottawa, ON · On-site
CA$60K - CA$70K/yr
Financial Advisor Position Summary The Financial Advisor is responsible for contributing to the ... Fluent in both English and French. Assets include a Certified Financial Planner (CFP ® ...
Financial Advisor (Bilingual)
CA$60K - CA$70K/yr
Financial Advisor Position Summary The Financial Advisor is responsible for contributing to the ... Participate in educational webinars, client events, and marketing initiatives. * Contribute to the ...
Financial Advisor (Bilingual)
CA$60K - CA$70K/yr
Financial Advisor Position Summary The Financial Advisor is responsible for contributing to the ... Participate in educational webinars, client events, and marketing initiatives. * Contribute to the ...
We offer comprehensive training that takes place in the financial centre and in the field. We also ... advisors from a variety of occupational backgrounds. Our core value proposition is to provide ...
Quick apply
We offer comprehensive training that takes place in the financial centre and in the field. We also ... advisors from a variety of occupational backgrounds. Our core value proposition is to provide ...
We offer comprehensive training that takes place in the financial centre and in the field. We also ... advisors from a variety of occupational backgrounds. Our core value proposition is to provide ...
We offer comprehensive training that takes place in the financial centre and in the field. We also ... advisors from a variety of occupational backgrounds. Our core value proposition is to provide ...
We offer comprehensive training that takes place in the financial centre and in the field. We also ... advisors from a variety of occupational backgrounds. Our core value proposition is to provide ...
We offer comprehensive training that takes place in the financial centre and in the field. We also ... advisors from a variety of occupational backgrounds. Our core value proposition is to provide ...
We offer comprehensive training that takes place in the financial centre and in the field. We also ... advisors from a variety of occupational backgrounds. Our core value proposition is to provide ...
Quick apply
We offer comprehensive training that takes place in the financial centre and in the field. We also ... advisors from a variety of occupational backgrounds. Our core value proposition is to provide ...
Financial Advisor
Burlington, ON · On-site
a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
Financial Advisor
Burlington, ON · On-site
a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
Financial Advisor
Burlington, ON · On-site
As a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
Financial Advisor
Burlington, ON · On-site
As a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
**This is an opportunity for candidates to express their interest in current and future Financial Advisor positions acrossour OttawaCommunities. Includes locations such as; Ottawa Central, Ottawa East ...
**This is an opportunity for candidates to express their interest in current and future Financial Advisor positions acrossour OttawaCommunities. Includes locations such as; Ottawa Central, Ottawa East ...
As a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
As a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
What's in it for you? Be in charge of your own business and income opportunities Dedicated ... training opportunities Industry leading technology and business services National advertising and ...
What's in it for you? Be in charge of your own business and income opportunities Dedicated ... training opportunities Industry leading technology and business services National advertising and ...
Financial Advisor
Windsor, ON · On-site
As a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
Financial Advisor
Windsor, ON · On-site
As a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
What's in it for you? Be in charge of your own business and income opportunities Dedicated ... training opportunities Industry leading technology and business services National advertising and ...
What's in it for you? Be in charge of your own business and income opportunities Dedicated ... training opportunities Industry leading technology and business services National advertising and ...
What's in it for you? Be in charge of your own business and income opportunities Dedicated ... training opportunities Industry leading technology and business services National advertising and ...
What's in it for you? Be in charge of your own business and income opportunities Dedicated ... training opportunities Industry leading technology and business services National advertising and ...
Financial Advisor In Training information
What is a financial advisor in training?
A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.
What types of mentorship and training can I expect as a financial advisor in training?
As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.
What are the key skills and qualifications needed to thrive as a financial advisor in training, and why are they important?
To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.
What is the difference between Financial Advisor In Training vs Financial Planner?
| Aspect | Financial Advisor In Training | Financial Planner |
|---|---|---|
| Certifications | Typically working towards certifications like CFP or Series 7 | Often holds certifications like CFP, CFA, or Series 7 |
| Work Environment | Entry-level, supervised training in financial firms | Client-facing, independent or team-based advisory roles |
| Job Responsibilities | Assisting with client research, learning financial planning processes | Developing comprehensive financial plans, advising clients |
Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.
What are popular job titles related to Financial Advisor In Training jobs in Ontario?
For Financial Advisor In Training jobs in Ontario, the most frequently searched job titles are:
What job categories do people searching Financial Advisor In Training jobs in Ontario look for?
The top searched job categories for Financial Advisor In Training jobs in Ontario are:
What cities in Ontario are hiring for Financial Advisor In Training jobs?
Cities in Ontario with the most Financial Advisor In Training job openings:
Full-time
Re-posted 29 days ago
Job description
Your Business. Your Vision. Your Future. Our Support.
Are you ready to take control of your future, unleash your entrepreneurial spirit, and build a business that's truly YOURS?
At Desjardins Financial Security Independent Network - Toronto West, we're not just offering you a job - we're offering you the chance to create your own success story as a Financial Advisor in the GTA
This isn't your typical 9-5. It's a career where YOU are in the driver's seat:
- Freedom & Flexibility - Design your own schedule and choose the clients you want to work with.
- Unlimited Earning Potential - The harder you work, the more you earn - no ceilings, no limits.
- Ownership from Day One - Build equity in your own business. Your clients and renewals are YOURS to keep.
- Impact with Purpose - Help individuals, families, and business owners protect their future and grow their wealth.
Backed by one of the strongest financial institutions in North America, you'll have the resources of a major brand with the independence of being your own boss.
What You'll Do
- Build and grow your own client base.
- Market yourself as a trusted financial entrepreneur.
- Provide insurance and investment strategies tailored to each client's unique needs.
- Create long-term value - for your clients, and for yourself.
What You Bring
- A Life License (HLLQP) or willingness to obtain it.
- Mutual Fund License (Optional)
- A true entrepreneurial mindset - hungry to build and grow.
- Strong networking skills and the drive to attract new clients.
- Experience in sales or financial services is an asset, but not required if you're motivated to learn.
What You Get
- A complete portfolio of top Canadian insurance & investment products (Desjardins, RBC Insurance, Canada Life, Manulife, IA, Empire, CPP, and more).
- Full ownership of your book of business from Day One.
- Ongoing training, mentorship, and education to fuel your success.
- Office and admin support - without mandatory desk fees.
- Recognition, rewards, and the chance to grow into leadership.
- A generous commission structure with unlimited income potential.
Why Desjardins Financial Security Independent Network ?
- Complete Independence - ownership of book of business
- Access to all major carriers and fund companies - DFSIN is not a captive agency
- Marketing, compliance, training and mentorship support
- A brand trusted for stability, innovation, and growth
This is more than a career - it's your opportunity to become an entrepreneur with impact. Build your business, live life on your terms, and create the financial future you deserve.