Financial Planning & Investment Specialist

Desjardins Financial Security Independent Network - Ottawa #118; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A growing financial planning firm in Ottawa is seeking a Financial Planning & Investment Specialist. The ideal candidate will have experience in client-facing financial services, be proactive, and possess relevant licenses. You will guide clients through financial planning and investment strategies, building long-term relationships while contributing to a collaborative team environment. The position offers a competitive salary, bonuses, and professional development opportunities.

Benefits

Competitive salary + performance-based bonus

Growth opportunities with clear career path

Collaborative team culture

Health and dental coverage

RRSP matching program

Qualifications

• At least 3 years of client-facing financial services experience.
• Great communication and relationship-building skills.
• A proactive mindset and a passion for helping others.

Responsibilities

• Meet with clients to understand their goals and create personalized plans.
• Recommend investment and insurance solutions that fit their needs.
• Review and adjust portfolios as needed.
• Build long-term client relationships based on trust and results.
• Stay up-to-date with financial trends and opportunities.

Skills

Communication skills

Relationship-building

Proactive mindset

Education

CFP® designation (or working towards it)

Tools

Mutual Funds license

Life Insurance license

Job description

Overview

Financial Planning & Investment Specialist

Join Our Team

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 Financial Planner to join our growing team!

We're a tight-knit, supportive team—and we’re looking for someone who can work independently but never feels alone.

About the Role

As a Financial Planning & Investment Specialist, you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You’ll have the freedom to work independently, with the support of a full team behind you.

Responsibilities

• Meet with clients to understand their goals and create personalized plans
• Recommend investment and insurance solutions that fit their needs
• Review and adjust portfolios as needed
• Build long-term client relationships based on trust and results
• Stay up-to-date with financial trends and opportunities

Qualifications

• Mutual Funds and Life Insurance licenses (in good standing)
• CFP® designation (or working towards it)
• At least 3 years of client-facing financial services experience
• Great communication and relationship-building skills
• A proactive mindset and a passion for helping others

Benefits

• Competitive salary + performance-based bonus
• Growth opportunities with clear career path and mentorship
• A collaborative and dynamic team culture
• Access to in-house opportunities and resources to help you succeed
• Ongoing professional development support

Your Benefits

• Health and dental coverage
• RRSP matching program
• Paid time off and vacation days

Ready to take the next step in your advisory career? We’d love to hear from you!

Only candidates selected for an interview will be contacted. Thank you for your interest!