Current jobs related to Associate Advisor - Ottawa Ontario HB, Montréal - Desjardins Financial Security Independent Network...

  • Senior Project Manager to act as the Director's right hand and deliver associated artefacts

    7 days ago

    Ottawa, Ontario, H2B, Montréal, Canada S.i. Systems Full time

    Our valued Public Sector client requires a Senior Project Manager to act as the Director's right hand and deliver associated artefacts. The successful candidate will act as a representative of the branch for internal stakeholder meetings and will tasked with gaining project buy-in. Tasks: Act as the essential advisor working in close relation to the...

  • Associate Advisor

    7 months ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    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...

  • Investment Advisor Associate

    2 weeks ago

    Ottawa, Ontario, Canada TD Bank Full time

    Investment Advisor Associate RoleThis is a key role in our wealth management team, supporting the lead Investment Advisor and team of Advisors in delivering exceptional client service and business development. As an Associate Investment Advisor, you will provide dedicated investment support to client accounts, helping them achieve their advisory and business...

  • Associate Advisor

    5 days ago

    Ottawa, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

  • Associate Investment Advisor

    3 weeks ago

    Ottawa, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Description:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional service, advice, and planning support.Key Responsibilities:Manage client...

  • Associate Investment Advisor

    3 weeks ago

    Ottawa, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Description:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional service, advice, and planning support.Key Responsibilities:Manage client...

  • Investment Advisor Associate

    3 weeks ago

    Ottawa, Ontario, Canada TD Bank Full time

    Investment Advisor Associate RoleThis role is an exciting opportunity to support a team of Investment Advisors in delivering exceptional client experiences and driving business growth.Key Responsibilities:Provide high-quality investment advice and planning support to clients, ensuring their financial goals are met.Act as a liaison between clients and...

  • Investment Advisor Associate

    3 weeks ago

    Ottawa, Ontario, Canada TD Bank Full time

    Investment Advisor Associate RoleThis role is an exciting opportunity to support a team of Investment Advisors in delivering exceptional client experiences and driving business growth.Key Responsibilities:Provide high-quality investment advice and planning support to clients, ensuring their financial goals are met.Act as a liaison between clients and...

  • Investment Advisor Associate

    2 weeks ago

    Ottawa, Ontario, Canada Accoravillage Full time

    About UsRichardson Wealth is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we are home to some of Canada's top investment advisors.We aim to be the go-to choice for Canada's top advisors and their high-net-worth clients. Our ambitious growth...

  • Investment Advisor Associate

    3 weeks ago

    Ottawa, Ontario, Canada Accoravillage Full time

    About UsWe are a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we are home to some of Canada's top investment advisors.We aim to be the go-to choice for Canada's top advisors and their high-net-worth clients. Our ambitious growth strategy involves...

  • Investment Advisor Associate

    3 weeks ago

    Ottawa, Ontario, Canada Accoravillage Full time

    About UsWe are a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we are home to some of Canada's top investment advisors.We aim to be the go-to choice for Canada's top advisors and their high-net-worth clients. Our ambitious growth strategy involves...

  • Investment Advisor Associate

    2 weeks ago

    Ottawa, Ontario, Canada Richardson Wealth Ltd Full time

    About Us:Richardson Wealth Ltd is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With offices across the country, we are home to some of Canada's top investment advisors.We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. To achieve this goal, we...

  • Associate, Investment Advisor

    2 weeks ago

    Ottawa, Canada Accoravillage Full time

    p>October 2, 2024About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. strong>We want to be the brand of choice for Canada’s top advisors and their high-net-worth...

  • Associate, Investment Advisor

    5 days ago

    Ottawa, Canada Richardson Wealth Ltd Full time

    b>About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. b> We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also...

  • Associate, Investment Advisor

    3 weeks ago

    Ottawa, Canada Accoravillage Full time

    p>October 2, 2024About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. strong>We want to be the brand of choice for Canada’s top advisors and their high-net-worth...

  • Advisor's Associate

    1 week ago

    Toronto, Ontario, Ontario, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....

  • Associate Investment Advisor

    4 weeks ago

    Ottawa, Ontario, Canada Accoravillage Full time

    About UsAt Richardson Wealth, we're a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we're home to some of Canada's top investment advisors.We're currently undergoing an exciting growth phase, transforming our entrepreneurial, high-performing,...

  • Associate Investment Advisor

    4 weeks ago

    Ottawa, Ontario, Canada Accoravillage Full time

    About UsAt Richardson Wealth, we're a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With a strong presence across the country, we're home to some of Canada's top investment advisors.We're currently undergoing an exciting growth phase, transforming our entrepreneurial, high-performing,...

  • Associate, Investment Advisor

    2 weeks ago

    Ottawa, Canada Richardson Wealth Ltd Full time

    p>October 2, 2024About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. strong>We want to be the brand of choice for Canada’s top advisors and their high-net-worth...

  • Associate Financial Advisor

    5 months ago

    Ottawa, Canada Byrne Insurance Agency Inc. Full time

    As a Financial Service Associate you will be responsible to grow and develop an existing book of business by offering Investment, (Segregated Funds, Mutual Funds & GICs) and Insurance solutions, (Life, Critical Illness & Disability) to our clients. This in office position will be based in Stittsville, Ontario To join our team: - You have experience in the...

  • Insurance Advisor Associate II

    2 weeks ago

    Ottawa, Ontario, Canada Co-operators Full time

    Insurance Advisor Associate IIAt Co-operators, we're committed to delivering exceptional client experiences and driving business growth through innovative insurance solutions. As an Insurance Advisor Associate II, you'll play a key role in supporting and developing our agency operations, primarily through sales and service.Key Responsibilities:Develop and...

Associate Advisor

3 months ago

Ottawa Ontario HB, Montréal, Canada Desjardins Financial Security Independent Network... Full time
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:

  • 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 budgeting 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 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 services 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 lead the industry with the highest service standards, professionalism, and compliance.

#J-18808-Ljbffr