Insurance and Wealth Advisor

Build an independent advisory practice with insurance and wealth planning expertise at Desjardins Financial Security Independent Network. Work full-time on a 100% commission basis.

As an Insurance and Wealth Advisor, you will help individuals, families, and business owners make confident financial decisions. Develop personalized insurance, investment, retirement, and wealth protection strategies based on client needs. Training, mentorship, and business-building support help you establish your practice.

Key Responsibilities:

• Identify clients’ financial needs and protect against uncertainties
• Develop personalized insurance, investment, and retirement strategies
• Build lasting relationships through professional advice and service
• Grow your client base through networking and referrals
• Strengthen knowledge, credentials, and advisory capabilities

Requirements:

• Ambitious, self-motivated, and results-oriented approach
• Confident communication and relationship-building abilities
• Discipline and comfort working independently
• Commitment to ethical conduct and client interests
• LLQP licence is an asset; career changers encouraged

Develop insurance and wealth strategies, build trusted relationships, and grow your independent advisory practice with DFSIN support.