Financial Planner Assistant Join Our Growing Team! Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors.

If youre passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect prospect for you! Why Youll Love Working With Us: Career Growth: Transparent path for advancement to Associate Financial Advisor or Financial Advisor roles.

Impactful Work: Play a key role in shaping clients financial futures through research, analysis, and strategy support.

Learning & Development: Gain hands-on experience in financial planning, investments, and compliance.

Key Responsibilities: Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.

Assist in portfolio management, including investment analysis and money movement execution.

Support current business processes by preparing and ensuring accurate paperwork.

Conduct research on financial products, strategies, and market trends.





Attend client meetings (note-taking and follow-up) to deepen industry knowledge.

Ensure compliance with firm policies and regulatory requirements.

What Were Looking For: Education: Bachelors degree (Finance, Business, Economics, or related field preferred).

Skills: Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.

Licenses/Certs: CSC and LLQP strongly desirable Mindset: Self-starter who enjoys problem-solving, systems, and contributing to team success.

Experience: Prior client service or financial industry experience Compensation & Benefits: Salary: 40,00060,000/year (commensurate with experience) + bonus potential .

Flexibility: Hybrid options after 6 months.

Professional Development: Support for certifications (e.g., CFP, Series licenses).

Ready to Launch Your Career in Financial Planning? If youre eager to learn, grow, and make an impact, wed love to hear from you! Apply today with your resume and a brief note on why youre excited about this role.

📌 Financial Planner Assistant Ottawa (Canada)
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Canada