Associate Advisor

5 days ago

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

**ASSOCIATE ADVISOR**:
**Desjardins Financial Security Independent Network**:
Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in culture that embraces work life balance then this may be the place for you.

The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans.

**Responsibilities**:

- Conduct research and analysis to develop financial plans for clients
- Client service and provide ongoing support
- Utilize customer relationship management (CRM) tools to track interactions and maintain client records.
- Assist with cash management, including bedgeting and forecasting
- Collaborate with Principal Advisor to develop and implement investment strategies
- Monitor and manage client portfolios

**Skills**:

- 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

**Qualifications**:

- Mutual Funds licence
- Life Insurance licence
- Driver's licence and car

**Core Competencies**:

- Strong client services orientation
- Strong team player

**Compensation**
- Salary
- Employee benefits and RRSP matching program

We are committed to the highest level of customent 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. It is our commitment to always act in the client's best interest; to ensure a fair, ethical, and caring practice, and lead the industry with the highest services standards, professionalism, and compliance.

  • Associate Advisor

    3 weeks ago

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

    Job Description Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in culture that embraces work life...

  • Advisor Support Associate

    2 weeks ago

    London, Canada Canada Life Assurance Company Full time

    Advisor Support Associate **Description: - Permanent Full Time- We are looking for an **Advisor Support Associate** to join our Financial Solutions Centre!- Reporting to the Sales Support Manager, Financial Solutions Centre the Advisor Support Associate will contribute to our Financial Service Representatives success by providing value-added sales and...

  • Associate Advisor

    3 weeks ago

    London, Canada RBC Full time

    Opportunity RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to...

  • Associate Financial

    2 weeks ago

    London, Canada Cooperators Full time

    The Associate Insurance/Financial Advisor plays a key role in supporting and developing agency operations through client contact and service/sales activities. This role may have an opportunity to specialize in one or more product areas such as life, business, home, auto and wealth. The Associate Insurance/Financial Advisor will determine/assess needs of a...

  • Associate Financial Advisor

    1 day ago

    London, Canada Buss Financial Group Full time

    **About us** Buss Financial Group is committed to 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...

  • Associate Advisor

    3 weeks ago

    London, Canada RBC Dominion Securities Full time

    About the Opportunity RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter...

  • Associate Advisor

    3 weeks ago

    LONDON, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve...

  • Associate Advisor: Wealth Growth

    3 weeks ago

    London, Canada RBC Dominion Securities Full time

    A leading financial institution in London, Canada is seeking an Associate Advisor to provide proactive advice and support to clients and Investment Advisors. The role involves facilitating meetings, delivering exceptional client service, and building valuable relationships. Ideal candidates will have a university degree, 4 years in the investment industry,...

  • Associate Advisor | Wealth Management

    3 weeks ago

    London, Canada RBC Full time

    A leading investment and wealth management firm in London is seeking an Associate Advisor. In this role, you will support an Investment Advisor team by providing proactive client advice and fostering strong relationships. You will be responsible for organizing client meetings, problem-solving to enhance client service, and executing business plans....

  • Fit4Less Associate

    4 days ago

    London, Canada Fit4less Full time

    Fit4Less Associate & Labour Relations Advisor - Remote page is loaded## Fit4Less Associate & Labour Relations Advisor - Remotelocations: London, Ontariotime type: Full timeposted on: Posted Yesterdayjob requisition id: JR110202# **FIT4LESS****ASSOCIATE & LABOUR RELATIONS ADVISOR - remote**This role is responsible for providing guidance and assistance...