Financial Planner Assistant

Desjardins Financial Security Independent Network - Ottawa #118; Ottawa; Hybrid; CAD 45,000 - 65,000; Full time

Job summary

A rapidly expanding financial planning firm in Ottawa is seeking a detail-oriented Financial Planner Assistant. This role offers a clear path for career advancement, impactful work in shaping clients' financial futures, and opportunities for professional development. Candidates should have strong analytical skills, attention to detail, and a background in finance or related fields. Join us to grow your career in wealth management!

Benefits

Hybrid work options after 6 months

Support for certifications (e.g., CFP, Series licenses)

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field preferred.
• Prior client service or financial industry experience.

Responsibilities

• Analyze client financial data and prepare reports for advisor review.
• Assist in portfolio management and investment analysis.
• Conduct research on financial products and market trends.

Skills

Analytical Abilities

Attention to Detail

Problem-Solving

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

Financial Planning Software

Job description

Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect opportunity for you!

Why You’ll Love Working With Us :

Career Growth : Clear path for advancement to Associate Financial Advisor or Financial Advisor roles.

Impactful Work : Play a key role in shaping clients’ financial futures through research, analysis, and strategy support.

Learning & Development : Gain hands-on experience in financial planning, investments, and compliance.

Key Responsibilities :

Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.

Assist in portfolio management, including investment analysis and money movement execution.

Support new business processes by preparing and ensuring accurate paperwork.

Conduct research on financial products, strategies, and market trends.

Attend client meetings (note-taking and follow-up) to deepen industry knowledge.

Ensure compliance with firm policies and regulatory requirements.

What We’re Looking For :

• Education : Bachelor’s degree (Finance, Business, Economics, or related field preferred).
• Skills : Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.
• Licenses / Certs : CSC and LLQP strongly desirable
• Mindset : Self-starter who enjoys problem-solving, systems, and contributing to team success.
• Experience : Prior client service or financial industry experience

Compensation & Benefits :

Salary : 45,000–45,000–65,000 / year (commensurate with experience) + bonus potential .

Flexibility : Hybrid options after 6 months.

Professional Development : Support for certifications (e.g., CFP, Series licenses).

Ready to Launch Your Career in Financial Planning?

If you’re eager to learn, grow, and make an impact, we’d love to hear from you! Apply today with your resume and a brief note on why you’re excited about this role.