Financial Services Associate

1 week ago

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

Financial Planning Support Specialist

At Desjardins Financial Security Independent Network - Ottawa #118, we are seeking a highly skilled Financial Planning Support Specialist to join our team.

This role is an advisor support position that provides technical support to a lead advisor. Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation, and portfolio management.

Key Responsibilities

  • Review notes from all prospect/client meetings, gather data and prepare forms, illustrations, quotes and any additional reports needed for appointments
  • Provide occasional administrative assistance to FA (online research, formatting documents)
  • Manage client portfolio investment analysis and recommendations
  • Responsible for investment money movements between accounts
  • Prepares and ensures new business paperwork processes successfully
  • Supports compliance within the practice and fulfills all compliance responsibilities
  • Undertake research to allow the Paraplanner and Advisor to identify suitable solutions to meet the client's needs
  • Prepare information/comparisons for analysis by the Paraplanner and Advisor

Requirements

  • Strong interpersonal skills and client service experience is a plus
  • Must have a 4 year college degree -industry/related experience
  • Life, Accident & Health License is a plus
  • Degree (highly regarded)
  • Enjoys systems
  • Initiative to be a key contributor to the practice with possible advancement to Associate Financial Advisor or Financial Advisor

Anticipated Salary Range: / year plus bonus opportunity.

Flexibility in working hours/locations depending on successful completion after 6 months.

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