Financial Services Planner at Desjardins
Lightspeed • ottawa, on • Posted July 09, 2026
About the Role
Embrace entrepreneurial success as a Financial Services Planner with Desjardins Financial Security Independent Network in the Greater Ottawa Area. Enjoy the freedom to choose your market and products, while earning based on your efforts.
This independent role empowers you to manage your schedule and develop your business within a supportive network. With access to a multidisciplinary team and leading-edge technology, every planner can enhance their profitability through various product offerings. Recurring commissions ensure that your income reflects your dedication and commitment to client service.
Key Responsibilities:
• Manage client relationships and financial portfolios
• Offer diverse products from multiple insurers
• Access and utilize sophisticated technology tools
• Participate in unique training and mentoring programs
• Create personalized market plans and strategies
Requirements:
• Entrepreneurial mindset and service-oriented approach
• Strong p...
This independent role empowers you to manage your schedule and develop your business within a supportive network. With access to a multidisciplinary team and leading-edge technology, every planner can enhance their profitability through various product offerings. Recurring commissions ensure that your income reflects your dedication and commitment to client service.
Key Responsibilities:
• Manage client relationships and financial portfolios
• Offer diverse products from multiple insurers
• Access and utilize sophisticated technology tools
• Participate in unique training and mentoring programs
• Create personalized market plans and strategies
Requirements:
• Entrepreneurial mindset and service-oriented approach
• Strong p...