Risk management advisor analyzing risks and developing solutions for Desjardins, North America's largest cooperative financial group. Preparing recommendations, reports, and action plans while advising clients, practitioners, and organizational units.
About the role
- Financial advisor helping Mississauga clients with insurance, investments, and holistic financial planning. Building client relationships and an independent advisory business with training and mentorship.
Responsibilities
- Advise clients on insurance and investment strategies and other financial decisions
- Assess clients' overall financial conditions
- Prepare presentations recommending various financial products
- Network and build relationships with new and existing clients
- Build and manage a financial advisory business
Requirements
- Past financial experience not required
- Self motivated
- Possess an entrepreneurial mind
- Have a fair consumer credit rating
- Competent and ethical
- Looking for a full-time or part-time career
Benefits
- A culture of competitive rewards and recognition
- Full suite of tools and resources
- Sales Management Mastery Program
- Back-office support
- Mentoring
- Ongoing training both online and in person
- Learn a holistic approach to helping individuals, families & businesses
- Own your book of business from day one
- Opportunity to build an agency
- Full training, mentorship & support
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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