Independent Financial Services Planner

Build an independent financial services practice in the Greater Ottawa Area using planning expertise and access to multiple insurers.

Desjardins Financial Security Independent Network seeks Financial Services Planners who manage their own time and organize their work independently. You can select individual or business markets and choose products to offer. The network provides access to qualified experts, insurers, investment funds, and support for communication, marketing, and market planning.

Key Responsibilities:

• Manage your time and organize your independent financial services work
• Choose individual or business markets to serve
• Select financial products to offer clients
• Build business through new sales and renewals
• Use available marketing and business continuation support

Requirements:

• Outgoing, professional, and service-oriented approach
• Commitment to quality in financial services
• Commitment to continuing education and personal development
• Sales experience considered an asset, but not required
• Personal determination and responsibility for business success

Bring independence, professionalism, and financial services focus to Desjardins Financial Security Independent Network in Greater Ottawa.