Financial Security Advisor - Finance/Insurance professional

You’ve reached a plateau in your current role.

You wish to expand the products you can offer your clients.

You want to earn more with your acquired experience and knowledge.

Your Benefits

Independence and Freedom
You are self-employed and manage your own business. Your clients belong to you, you organize your schedule and implement your business growth strategies at your own pace.

Products from Many Suppliers
You have access to mutual funds from approximately 80 mutual fund companies, and the products of approximately 20 insurance providers.

Financial Strength
You benefit from our business partnership with Desjardins Insurance, an arm of the Desjardins Group, the largest financial cooperative in Canada with assets of $258.4 billion.

Start-Up Support
During the first year as an SFL advisor you receive a base salary. We also offer financial support to help you build your clientele.

Multidisciplinary Team
You have complementary resources and services to perfect your skills while getting support from your SFL financial centre.

Marketing
You have access to a graphic design service and more than 100 marketing tools, with no fees for personalized sales materials and consultation.

Academic Requirements

• University degree in administration, finance, accounting, insurance, financial planning, marketing or a related field
• Minimum of three years of experience in financial services
• Financial Planner title (an asset)

Skills

• You are performance oriented and have an interest in business development
• You are competitive and action minded
• Ability and interest in prospecting and networking
• You are willing to take a step further to enjoy greater rewards