Due to our exceptional growth we are looking for an individual to join our success story in Brampton and Mississauga, ON as a Mutual Fund Advisor. In this interesting role, you will be working with an existing life insurance advisor to provide money management advice to his/her clients.
In addition, our turnkey "Passport Program" provides experienced representatives who posses a mutual fund registration and are associated with another mutual fund dealer to join our nationwide distribution network and ensure that their business continues to grow.
We facilitate the transfer of your clients' funds portfolio to our mutual fund dealer Desjardins Financial Security Investments Inc. We handle all the administrative tasks required to conduct the transfer.
- Mutual Funds Licensed.
- Minimum 3 years experience in a mutual funds sales and advising role.
- Have completed or in the process of completing the CFP.
- Proven ability to identify and develop new business opportunities.
- Exceptional verbal and written communication skills.
- Exceptional customer service skills.
- Proficient in MS Word, Excel, PowerPoint, and Internet Navigation.
Interested individuals are invited to apply directly to Patricia De Sa via e-mail at patricia.desa@DFS.caquoting Ref #: 08-095.
We thank all applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an equal opportunity employer.