Insurance/Investment Advisors
Meet with clients to understand financial goals and provide tailored insurance and investment solutions. Build long-term client relationships and implement strategies to help clients protect and grow their wealth.
- Hybrid
- Markham, ON
- Posted Sep 1, 2026
- Apply by Oct 1, 2026
- 1 position
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Job summary
Insurance & Investment Advisor Desjardins Financial Security Independent Network (DFSIN) Greater Toronto Area | Hybrid Opportunity Looking for More Than Just a Job? If you're ambitious, enjoy working with people, and want the opportunity to build your own business while making a real difference in clients' lives, this could be the career you've been looking for. At Desjardins Financial Security Independent Network, we're growing and looking for motivated individuals who want to help Canadians protect their families, grow their wealth, and plan confidently for the future. Whether you have experience in financial services, sales, banking, business development, or customer service—or you're simply motivated to build a successful career—we provide the training, mentorship, and support to help you succeed. What You'll Be Doing Meeting with individuals, families, and business owners to understand their financial goals. Providing insurance and investment solutions tailored to each client's needs. Building and maintaining long-term client relationships based on trust and service. Growing your professional network and developing referral relationships. Creating and implementing financial strategies that help clients protect and build their wealth. Continuously developing your knowledge through ongoing training and professional development. What We Offer ✔ Comprehensive training and mentorship from experienced advisors and leaders. ✔ Flexible work environment with the ability to manage your own schedule. ✔ Access to a broad range of insurance and investment solutions. ✔ A supportive team culture focused on growth and success. ✔ Clear opportunities for advancement into leadership and management roles. ✔ Unlimited earning potential based on your effort, performance, and client relationships. What We're Looking For Strong communication and relationship-building skills. A positive attitude and a desire to learn. Self-motivated individuals who enjoy working independently. A professional and client-focused mindset. Experience in sales, customer service, finance, banking, or business is an asset but not required. LLQP license is an asset; candidates without a license may be considered and supported through the licensing process. Why This Career? This is not a typical 9-to-5 position. It's an opportunity to build a long-term professional practice, create meaningful relationships, and earn based on the value you bring to your clients. If you're looking for a career with purpose, flexibility, professional growth, and unlimited potential, we'd love to connect with you. Apply today to learn more about joining Desjardins Financial Security Independent Network and building a rewarding career as an Insurance & Investment Advisor.
What you’ll do
Meet with clients to understand financial goals and provide tailored insurance and investment solutions. Build long-term client relationships and implement strategies to help clients protect and grow their wealth.
Requirements
Seeking self-motivated individuals with strong communication skills and a professional mindset. Experience in finance or sales is an asset, and while an LLQP license is preferred, support is provided for those without one.
Benefits
• Comprehensive Training • Mentorship • Flexible Work Environment • Professional Development Opportunities • Leadership Advancement Opportunities
Listed skills
- Customer servicePreferred
- Financial planningPreferred
- Communication SkillsPreferred
- Relationship BuildingPreferred
- Business developmentPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Planning
- Insurance Sales
- Investment Advisory
- Relationship Building
- Business Development
- Customer Service
- Communication Skills
- Financial Strategy
- Networking
- Client Management
Job areas
- Finance & Accounting
- Sales
- Consulting
- Customer Service & Support
Additional details
- Minimum education
- Professional degree
- Minimum experience
- 2+ years
- Apply by
- Oct 1, 2026
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available