Financial Planning Assistant

3 days ago


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

A financial planning firm in Ottawa is seeking a detail-oriented Financial Planner Assistant to support their lead advisors. Responsibilities include analyzing client financial data and assisting in portfolio management. Candidates should have a Bachelor's degree in Finance, Business, or related fields, along with strong analytical skills. Competitive salary ranges from 40,000 to 60,000 per year, with bonus potential. Hybrid working options are available after six months. This is a great opportunity for individuals eager to grow their careers in financial planning.
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