Strategic Financial Advisor

2 weeks ago


Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time
Job Title: Associate Advisor

We are seeking a skilled and dedicated Associate Advisor to join our team at Desjardins Financial Security Independent Network - Ottawa #118. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our Principal Advisors in delivering customized financial solutions to our clients.

Responsibilities:
  1. Conduct research and analysis to develop comprehensive financial plans for clients, taking into account their unique goals and needs.
  2. Provide ongoing support to clients, responding to their inquiries and concerns in a timely and professional manner.
  3. Utilize customer relationship management (CRM) tools to track interactions and maintain accurate client records.
  4. Assist with cash management, including budgeting and forecasting to ensure clients remain on track with their financial objectives.
  5. Collaborate with Principal Advisors to develop and implement tailored investment strategies that meet the specific needs of our clients.
  6. Monitor and manage client portfolios, ensuring that investments align with their risk tolerance and financial goals.

Requirements:
  1. Strong analytical skills, with the ability to research and analyze complex financial data.
  2. Excellent communication and interpersonal skills, with a proven ability to build strong relationships with clients and colleagues.
  3. Knowledge of investment management principles and strategies, including mutual funds and life insurance.
  4. Understanding of financial planning and retirement strategies, with a focus on helping clients achieve their long-term goals.

What We Offer:
  1. A competitive salary and employee benefits package, including RRSP matching.
  2. A dynamic and supportive work environment, with opportunities for growth and professional development.
  3. A commitment to excellence, with a focus on delivering exceptional client service and achieving outstanding results.


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