The freedom to act
- We give you access to the best investment and insurance products on the market.
- Your clients belong to you. We help you build your business.
- We help you transfer or buy additional books of business.
The means to succeed
- A dynamic support team at your financial centre and at head office.
- Innovative business development tools inspired by best practices.
- A highly regarded recognition program with professional development conferences.
- Competitive compensation.
You’re part of the greater SFL Partner of Desjardins Financial Security network.
You can rely on the expertise of a multidisciplinary team.
You have access to experts who complement your own expertise in law, taxation, estate planning and accounting.
11 great reasons
to choose sfl
Distinctive administrative and financial support to facilitate the transfer of outside clients and allow you to concentrate on growing your business.
2.Service for elite clients
Access to our experts in business, taxation and law for the support of your elite clients; they’ll act as your personal consultants or in partnership for client visits. You’ll receive sales and marketing concepts packaged using sophisticated illustrations for complex financial concepts and ideas. Plus a dedicated underwriting team will provide priority service.
A complete training program to help you continue upgrading your skills and maintain your license to practice. Access to a virtual library and online training modules.
Free professional marketing tools and customized consulting services. Graphic design services to personalize your sales materials. Coaching and guidance on CRM best practices.
5.Evaluation and acquisition of business blocks
Support when buying or selling established business blocks. Practical advice on every aspect of the transfer. Evaluation of business portfolios for the purpose of financing, and assistance in obtaining financing.
In addition to very competitive commission and production bonuses, the network offers associated advisors a substantial bonus on commissions in effect by business block.
Direct contact with professionals in other fields (accountants, tax experts, notaries and others) to provide additional insight regarding your clients’ finances.
The best tools for building your business, such as a customer relationship management (CRM) system, a technical support service and an equipment leasing and purchasing program.
We recognize outstanding performance by inviting our top advisors to various conferences, some of which are held in locations around the world. You will also earn “Bonus Dollars” – a cost-share program to help you pay for expenses related to business development.
Support from your financial centre’s dedicated compliance experts, whose main function is to proactively guide your business practice in accordance with current standards and regulation.
11.Wide range of products
Through SFL Investments, a financial services firm, you have access to more than 3,000 funds with more than 80 mutual fund companies, as well as a variety of complementary products. In addition, SFL ensures that this extensive offer is fully supported by the financial centre’s back-office systems. For individual insurance, OptiInsurance, an insurance brokerage firm, gives you access to the products of approximately 20 insurance providers. And you can count on a team of experts to lend a hand with complex cases.
Your life. Simplified.
Choose to poursue your career as an advisor with SFL and realize your full potential.