Financial Services Professional

2 months ago

London, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time
Job Description

Job Title: Associate Advisor

Company: Desjardins Financial Security Independent Network - Ottawa #118

Job Type: Full-time

Job Category: Financial Services

About Us:

We are a leading financial services company dedicated to providing tailored solutions to protect the long-term wellbeing of our clients and their families. Our team-based mentality and commitment to community involvement and innovation set us apart in the industry.

Job Summary:

We are seeking a highly motivated and detail-oriented Associate Advisor to join our team. As an Associate Advisor, you will provide exceptional client service, conduct research and analysis to develop financial plans, and collaborate with Principal Advisors to develop and implement investment strategies.

Key Responsibilities:

  • Client Service: Provide ongoing support to existing clients, conduct research and analysis to develop financial plans, and execute recommendations to financial plans.
  • Financial Planning: Conduct research and analysis to develop financial plans for clients, including budgeting and forecasting.
  • Investment Management: Collaborate with Principal Advisors to develop and implement investment strategies, monitor and manage client portfolios.
  • Client Relationship Management: Utilize customer relationship management (CRM) tools to track interactions and maintain client records.

Requirements:

  • Education: Strong background in finance or a related field.
  • Licenses: Mutual Funds licence, Life Insurance licence.
  • Designations: Strong preference will be given to candidates who have the CFP designation or are actively working towards obtaining it.
  • Skills: Strong analytical skills, excellent communication and interpersonal skills, knowledge of investment management principles and strategies.

What We Offer:

  • Salary: Competitive salary.
  • Benefits: Employee benefits and RRSP matching program.

How to Apply: If you are a motivated and detail-oriented individual with a passion for helping people reach their financial goals, please submit your application.

  • Financial Services Professional

    1 month ago

    London, Ontario, Canada MD Financial Management Full time

    Job Title: Financial AdvisorAre you a motivated and results-driven professional looking to make a meaningful impact in the financial services industry? We're seeking a talented Financial Advisor to join our team at MD Financial Management.About the Role:As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and...

  • Financial Services Professional

    1 month ago

    London, Ontario, Canada MD Financial Management Full time

    Job Title: Financial AdvisorAre you a motivated and results-driven professional looking to make a meaningful impact in the financial services industry? We're seeking a talented Financial Advisor to join our team at MD Financial Management.About the Role:As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and...

  • Financial Services Professional

    2 months ago

    London, Ontario, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Financial Services Professional. As a key member of our team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...

  • Financial Services Professional

    2 months ago

    London, Ontario, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Financial Services Professional. As a key member of our team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...

  • Financial Services Professional

    4 weeks ago

    London, Ontario, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Financial Services Professional. As a key member of our team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...

  • Financial Services Professional

    2 months ago

    London, Ontario, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Financial Services Professional. As a key member of our team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...

  • Financial Services Professional

    3 weeks ago

    London, Ontario, Canada MD Financial Management Full time

    Financial Advisor RoleAre you a motivated and detail-oriented individual looking to make a difference in the financial services industry? We're seeking a skilled Financial Advisor to join our team at MD Financial Management.Key Responsibilities:Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships,...

  • Financial Services Professional

    2 months ago

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

    Associate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a skilled Associate Advisor to provide exceptional client service and support to our existing clients.Key Responsibilities:Conduct in-depth research and analysis to develop comprehensive financial plans for clientsDeliver outstanding client service and...

  • Financial Services Professional

    2 months ago

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

    Associate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a skilled Associate Advisor to provide exceptional client service and support to our existing clients.Key Responsibilities:Conduct in-depth research and analysis to develop comprehensive financial plans for clientsDeliver outstanding client service and...

  • Financial Planning and Accounting Professional

    1 week ago

    London, Ontario, Canada ASHISH PATEL PROFESSIONAL CORPORATION Full time

    Job Title: Financial Planning and Accounting ProfessionalAbout the Role:We are seeking a highly skilled Financial Planning and Accounting Professional to join our team at ASHISH PATEL PROFESSIONAL CORPORATION. As a key member of our accounting team, you will be responsible for managing balance sheets, profit/loss statements, and financial records for our...

  • Senior Financial Services Professional

    1 week ago

    London, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Services Professional to join our team at Royal Bank of Canada. As a key member of our Commercial Banking team, you will be responsible for providing exceptional client service and expertise in credit advice and portfolio management.Key ResponsibilitiesLeverage your superior client discovery and...

  • Financial Services Representative

    4 weeks ago

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

    Associate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a highly skilled Associate Advisor to join our team. As an Associate Advisor, you will play a key role in providing exceptional client service and supporting our Principal Advisors in delivering tailored financial solutions.Key Responsibilities:Conduct...

  • Financial Services Representative

    4 weeks ago

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

    Associate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a highly skilled Associate Advisor to join our team. As an Associate Advisor, you will play a key role in providing exceptional client service and supporting our Principal Advisors in delivering tailored financial solutions.Key Responsibilities:Conduct...

  • Financial Services Representative

    4 weeks ago

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

    Associate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a highly skilled Associate Advisor to join our team. As a key member of our team, you will provide exceptional client service and support our Principal Advisors in delivering tailored financial solutions to our clients.Key Responsibilities:Conduct in-depth...

  • Financial Services Representative

    4 weeks ago

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

    Associate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a highly skilled Associate Advisor to join our team. As a key member of our team, you will provide exceptional client service and support our Principal Advisors in delivering tailored financial solutions to our clients.Key Responsibilities:Conduct in-depth...

  • Strategic Financial Planner

    2 weeks ago

    London, Ontario, Canada MD Financial Management Full time

    Are you a financial planning expert looking for a new challenge? We're seeking a Strategic Financial Planner to join our team at MD Financial Management.Key Responsibilities:Develop and execute quarterly business plans to drive sales growth and meet individual and corporate targets.Build and maintain strong relationships with clients to deepen their...

  • Accounting and Financial Services Professional

    4 weeks ago

    London, Ontario, Canada ReForest London Full time

    About the RoleWe are seeking a highly skilled Financial Officer to join our team at ReForest London. As a key member of our organization, you will play a critical role in ensuring the financial stability and success of our company.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial models and forecasts to inform business...

  • Accounting and Financial Services Professional

    2 months ago

    London, Ontario, Canada ReForest London Full time

    About the RoleWe are seeking a highly skilled Financial Officer to join our team at ReForest London. As a key member of our organization, you will play a critical role in ensuring the financial stability and success of our company.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial models and forecasts to inform business...

  • Financial Advisor for Medical Students

    2 weeks ago

    London, Ontario, Canada MD Financial Management Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at MD Financial Management. As a Financial Advisor for Medical Students, you will be responsible for providing financial planning and investment advice to medical students, residents, and new physicians.Key ResponsibilitiesBuild and maintain relationships with...

  • Financial Planning Professional

    6 days ago

    London, Ontario, Canada Taxsmart Full time

    Job Title: Senior Financial AnalystJob Summary:We are seeking a highly skilled Senior Financial Analyst to join our team at Taxsmart. As a key member of our accounting operations team, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key Responsibilities:Direct staff to ensure...