Experienced Financial Advisor Are you looking for change, flexibility and practice you can call ... We believe in listening to our independent associates' needs for providing the products and tools ...
Quick apply
Experienced Financial Advisor Are you looking for change, flexibility and practice you can call ... We believe in listening to our independent associates' needs for providing the products and tools ...
Associate Financial Advisor
CA$60K - CA$70K/yr
Schomberg office- In office * Vacation * Benefits About the Opportunity: The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting ...
Quick apply
Associate Financial Advisor
CA$60K - CA$70K/yr
Schomberg office- In office * Vacation * Benefits About the Opportunity: The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting ...
Associate Financial Advisor
CA$60K - CA$70K/yr
Schomberg office- In office * Vacation * Benefits About the Opportunity: The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting ...
Quick apply
Associate Financial Advisor
CA$60K - CA$70K/yr
Schomberg office- In office * Vacation * Benefits About the Opportunity: The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
SUN LIFE FINANCIAL ADVISOR - Ontario
Ajax, ON · On-site
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
SUN LIFE FINANCIAL ADVISOR - Ontario
Ajax, ON · On-site
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
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:
Experienced Financial Advisor/Planner
Hamilton, ON
Full-time
Re-posted 4 days ago
Job description
Experienced Financial Advisor
Are you looking for change, flexibility and practice you can call your own? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. You are your own Boss, Independent of product, & will benefit from the strength of our Desjardins partnership.
Let's talk. It's an exciting time to join us!
You are your own Boss, Independent of product, & still benefit from the strength of our Desjardins partnership. We are a full-service financial services provider with access to multiple insurers and investment fund products. 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. We believe in listening to our independent associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.
Due to our exceptional growth, we are looking for individuals to join our success story as an Independent Financial Advisor.
Requirements:
- Minimum 2 years experience as a Financial Advisor
- Have a successful sales track record
- Develop and build client relationships
- Build and establish strong customer relationships.
- Willing to work with customers to understand their needs and recommend the most suitable benefits solution.
- Mutual Fund License required (IFIC or CSC)
- A valid HLLQP License would be an asset.
OUR DISTINCTIVE OFFER
When you choose DFSIN, you can count on Desjardins’ stability, support from a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market. We work with individuals, families and small business’s helping them realize their dreams.
- Attractive incentives for advisors bringing in existing books of business
- Leadership that can withstand the pressures and uncertainties of our industry and access to a community of like-minded professionals.
- An opportunity to acquire blocks of business & provide in-house financing
- Ongoing Business Development support
- Independent of product, we offer a complete portfolio of insurance and investment products from numerous Canadian insurance and investment companies.
- Office or workstation support with administration support.
BE A PART OF A WINNING TEAM!
Interested in joining our team? Our multi-disciplinary team is available at all times to work with you as you help your clients reach their full potential. Be a part of a unique professional culture and trade ideas and best practices with colleagues.
Desjardins Financial Security Independent Network is an Equal Opportunity Employer.