Financial Advisor

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

Job summary

A growing financial planning firm in Ottawa seeks a Financial Planning & Investment Specialist to develop and implement tailored financial strategies for clients. The role involves providing expert advice, building client relationships, and offering investment solutions. Join a dynamic team with growth opportunities and a collaborative culture.

Benefits

Access to in-house leads and resources

Growth opportunities with a clear career path

Performance-based bonus

Qualifications

• Mutual Funds and Life Insurance licenses in good standing.
• Minimum of 3 years of experience in a financial industry client-facing role.

Responsibilities

• Meet with clients and provide expert financial planning advice.
• Develop and present investment and insurance solutions.
• Review and rebalance investment portfolios.

Skills

Communication

Problem Solving

Job description

Join Our Team as a Financial Planning & Investment Specialist

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Advisor to join our growing team!

About the Role

As a Financial Planning & Investment Specialist, you’ll play a key role in developing and implementing financial strategies tailored to our clients' needs. You’ll guide them through financial planning, investments, tax strategies, and risk management while building long-term relationships.

What You’ll Do

1. Meet with clients and provide expert financial planning advice
2. Develop and present investment and insurance solutions to help them meet their goals
3. Review and rebalance investment portfolios
4. Build and maintain strong client relationships
5. Research and recommend suitable portfolio solutions

What You Bring

• Mutual Funds and Life Insurance licenses in good standing
• Strong communication and problem-solving skills
• Ability to thrive in a fast-paced, client-focused environment
• A minimum of 3 years of experience in a financial industry client-facing role

Why Join Us?

Competitive salary + performance-based bonus

Growth opportunities with a clear career path and mentorship

A collaborative and dynamic team culture

Additional Benefits

Access to in-house leads and resources to help you succeed

Take the next step in your financial advisory career! We appreciate your interest; however, only candidates who meet the minimum requirements will be contacted.