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 ...
Quick apply
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
CA$38K - CA$60K/yr
... Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing ... Finance, economics or business degree * Other professional of investment industry designations ...
Associate Advisor
CA$38K - CA$60K/yr
... Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing ... Finance, economics or business degree * Other professional of investment industry designations ...
Real Assets, Infrastructure Project Finance, Manager
CA$84K - CA$134K/yr
Perform financial, commercial, and market analyses related to infrastructure and project finance ... Train, coach, and review work completed by Associates and Senior Associates across multiple ...
Real Assets, Infrastructure Project Finance, Manager
CA$84K - CA$134K/yr
Perform financial, commercial, and market analyses related to infrastructure and project finance ... Train, coach, and review work completed by Associates and Senior Associates across multiple ...
(CAN) Asset Protection Associate
Windsor, ON ยท On-site
CA$19.35/hr
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...
(CAN) Asset Protection Associate
Windsor, ON ยท On-site
CA$19.35/hr
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...
(CAN) Asset Protection Associate
CA$19.35/hr
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...
(CAN) Asset Protection Associate
CA$19.35/hr
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... Enter customer and financial details into the lending system with a high degree of accuracy
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... Enter customer and financial details into the lending system with a high degree of accuracy
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... Enter customer and financial details into the lending system with a high degree of accuracy
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... Enter customer and financial details into the lending system with a high degree of accuracy
Retail Store Associate
CA$17.60 - CA$23.19/hr
Retail Store Associate Pay Range: $17.60 - $23.19 *Applications are accepted on an ongoing basis to ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Retail Store Associate
CA$17.60 - CA$23.19/hr
Retail Store Associate Pay Range: $17.60 - $23.19 *Applications are accepted on an ongoing basis to ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Retail Store Associate
CA$17.60 - CA$23.19/hr
Retail Store Associate Pay Range: $17.60 - $23.19 *Applications are accepted on an ongoing basis to ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Retail Store Associate
CA$17.60 - CA$23.19/hr
Retail Store Associate Pay Range: $17.60 - $23.19 *Applications are accepted on an ongoing basis to ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Store Associate
Windsor, ON ยท On-site
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... payment, ask for financial information, or sensitive personal information like national ...
Store Associate
Windsor, ON ยท On-site
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... payment, ask for financial information, or sensitive personal information like national ...
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... payment, ask for financial information, or sensitive personal information like national ...
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... payment, ask for financial information, or sensitive personal information like national ...
Customer Experience Associate
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 ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Customer Experience Associate
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 ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Retail Warehouse & Production Associate
Windsor, ON ยท On-site
CA$17.60 - CA$23.19/hr
Description Job Title: Retail Warehouse & Production Associate Pay Ra nge : $17.60 - $23.19 ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Retail Warehouse & Production Associate
Windsor, ON ยท On-site
CA$17.60 - CA$23.19/hr
Description Job Title: Retail Warehouse & Production Associate Pay Ra nge : $17.60 - $23.19 ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Retail Warehouse & Production Associate
CA$17.60 - CA$23.19/hr
Description Job Title: Retail Warehouse & Production Associate Pay Ra nge : $17.60 - $23.19 ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Retail Warehouse & Production Associate
CA$17.60 - CA$23.19/hr
Description Job Title: Retail Warehouse & Production Associate Pay Ra nge : $17.60 - $23.19 ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Retail Warehouse & Production Associate Pay Ra nge : $ 1 7.60 - $23.19 *Applications are accepted ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Quick apply
Retail Warehouse & Production Associate Pay Ra nge : $ 1 7.60 - $23.19 *Applications are accepted ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...
Summit Readiness Associate, Commercial Development Programs (Global Transaction Banking),Windsor, ON
Windsor, ON ยท On-site
Summit Readiness Associate, Commercial Development Programs (Global Transaction Banking Stream) Are ... Post-secondary education in business, finance, accounting, economics, or a related field is ...
Summit Readiness Associate, Commercial Development Programs (Global Transaction Banking),Windsor, ON
Windsor, ON ยท On-site
Summit Readiness Associate, Commercial Development Programs (Global Transaction Banking Stream) Are ... Post-secondary education in business, finance, accounting, economics, or a related field is ...
Part Time Customer Care Associate ON
Windsor, ON ยท On-site
CA$17.85/hr
Overview Leon's is currently looking for a Part Time Customer Care Associate who is focused on ... The chance to be part of a financially stable, well-respected, truly Canadian company with ...
Part Time Customer Care Associate ON
Windsor, ON ยท On-site
CA$17.85/hr
Overview Leon's is currently looking for a Part Time Customer Care Associate who is focused on ... The chance to be part of a financially stable, well-respected, truly Canadian company with ...
Part Time Customer Care Associate ON
Windsor, ON ยท On-site
CA$17.85/hr
Leon's is currently looking for a Part Time Customer Care Associate who is focused on delivering a ... The chance to be part of a financially stable, well-respected, truly Canadian company with ...
Part Time Customer Care Associate ON
Windsor, ON ยท On-site
CA$17.85/hr
Leon's is currently looking for a Part Time Customer Care Associate who is focused on delivering a ... The chance to be part of a financially stable, well-respected, truly Canadian company with ...
Sales Associate
CA$45K - CA$70K/yr
... associates have earned significantly more). * New: Maternity Leave TopUp Program: Were proud to ... Our Maternity Leave TopUp Program provides additional financial support so you can focus on what ...
Quick apply
Sales Associate
CA$45K - CA$70K/yr
... associates have earned significantly more). * New: Maternity Leave TopUp Program: Were proud to ... Our Maternity Leave TopUp Program provides additional financial support so you can focus on what ...
Financial Associate information
What is a financial associate?
What does a financial associate do?
What are the key skills and qualifications needed to thrive as a financial associate?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used in investment analysis, asset management, and corporate strategy |
Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.
What are some common challenges financial associates face when managing multiple client portfolios?
Financial Advisor Trainee (Windsor)
Windsor, ON โข On-site
Full-time
Re-posted 4 days 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