We’ll Help You Get Started And Succeed

Think you have what it takes to be a DFSIN advisor? Well, we have what it takes to help you assume your place among the very best.  By Perminder Chohan

Think you have what it takes to be a DFSIN advisor? Well, we have what it takes to help you assume your place among the very best.  By Perminder Chohan

TRAINING

We give you all the support you need to obtain your license as a financial services advisor. And over the years, you will benefit from our continuing education program.

START-UP HELP

We help you build your client base, in particular by providing access to financial assistance for purchasing business blocks.

MULTIDISCIPLINARY TEAM

Your connection to a DFSIN financial centre will give you the additional mentoring and resources you need to hone your skills.

TECHNOLOGICAL SUPPORT

Our customer relationship management (CRM) system, technical support service and equipment purchase and lease program give you the best tools for building your business.

MARKETING SUPPORT

We offer you free professional marketing tools and customized consulting services. Graphic design services are also available to help you personalize your sales materials.

RECOGNITION PROGRAM

We recognize outstanding performance by inviting our advisors to take part in various conferences, some of which are held abroad. One event is designed particularly for new advisors who distinguish themselves in the network.

BUSINESS DEVELOPMENT SUPPORT

We offer you integrated sales strategies to help you promote your services.

FREEDOM TO SELL A WIDE RANGE OF PRODUCTS

You have access to more than 3000 funds with about 80 mutual fund companies.* and the products of approximately 20 insurance providers.

*Mutual funds are distributed by Desjardins Financial Security Investments Inc.