Associate Advisor - Ottawa, Canada - Desjardins Financial Security Independent Network - Ottawa #118

Desjardins Financial Security Independent Network - Ottawa #118

Verified Company

Ottawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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 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.

Responsibilities:

Conduct research and analysis to develop financial plans for clients
Client service and provide ongoing support
Utilize customer relationship management (CRM) tools to track interactions and maintain client records.
Assist with cash management, including bedgeting and forecasting
Collaborate with Principal Advisor to develop and implement investment strategies
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 licence
Life Insurance licence
Driver's licence and car

Core Competencies:

Strong client services orientation
Strong team player

Compensation

Salary
Employee benefits and RRSP matching program

We are committed to the highest level of customent 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 lead the industry with the highest services standards, professionalism, and compliance.