Client Relationship Manager
2 months ago
Job Title: Associate Advisor
Company: Desjardins Financial Security Independent Network - Ottawa #118
Job Type: Full-time
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:
- Conduct research and analysis to develop comprehensive financial plans for clients
- Provide exceptional client service and support to existing clients
- Collaborate with Principal Advisors to develop and implement investment strategies
- Monitor and manage client portfolios
- Assist with cash management, including budgeting and forecasting
- Utilize customer relationship management (CRM) tools to track interactions and maintain client records
Requirements:
- Mutual Funds licence
- Life Insurance licence
- 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
Preferred Qualifications:
- CFP designation or actively working towards obtaining it
- Driver's licence and car
Core Competencies:
- Strong client services orientation
- Strong team player
Compensation:
- Salary
- Employee benefits and RRSP matching program
About Us:
We are committed to providing 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.
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