Associate Advisor

Desjardins Financial Security Independent Network - Ottawa #118; Ottawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

Desjardins Financial Security Independent Network is seeking a full-time Associate Advisor in Ottawa. This role involves providing exceptional client service, developing financial plans, and supporting the Principal Advisor. Ideal candidates will have relevant licenses and a commitment to client-centric service in a team-based environment.

Benefits

Employee benefits

RRSP matching program

Qualifications

• Possess Mutual Funds and Life Insurance licenses.
• Preference for CFP designation or in progress.
• Driver's license and car required.

Responsibilities

• Conduct research and analysis to develop financial plans.
• Provide ongoing client service and support.
• Assist with investment strategies and portfolio management.

Skills

Analytical skills

Communication

Interpersonal skills

Knowledge of investment management

Financial planning

Education

Mutual Funds license

Life Insurance license

CFP designation (or working towards)

Job description

Job Description

ASSOCIATE ADVISOR Desjardins Financial Security Independent Network

Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment, and are looking for a long-term career in a culture that embraces work-life balance, then this may be the place for you.

The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans.

This position requires a high level of professionalism, attention to detail, and the ability to work independently. A strong background in finance or a related field is preferred. Please note that this job description is not exhaustive and may be subject to change based on the needs of the organization.

Responsibilities:

1. Conduct research and analysis to develop financial plans for clients
2. Client service and provide ongoing support
3. Utilize customer relationship management (CRM) tools to track interactions and maintain client records
4. Assist with cash management, including budgeting and forecasting
5. Collaborate with Principal Advisor to develop and implement investment strategies
6. Monitor and manage client portfolios

Skills:

• Strong analytical skills with the ability to research and analyze financial data
• Excellent communication and interpersonal skills for building relationships with clients
• Knowledge of investment management principles and strategies
• Understanding of financial planning and retirement

Qualifications:

• Mutual Funds license
• Life Insurance license
• Strong preference will be given to candidates who have the CFP designation or are actively working towards obtaining it
• Driver's license and car

Core Competencies:

• Strong client service orientation
• Strong team player

Compensation:

• Salary
• Employee benefits and RRSP matching program

We are committed to the highest level of customer service, community involvement, and innovation in our industry. We operate with a team-based mentality and are invested in the wellbeing and growth of our employees.

Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. It is our commitment to always act in the client's best interest; to ensure a fair, ethical, and caring practice; and to lead the industry with the highest service standards, professionalism, and compliance.