Drive growth and develop lasting client relationships with a leading financial firm. As a Financial Advisor, leverage your expertise to deliver tailored financial strategies and an exceptional client experience.
This full time role focuses on business development and comprehensive client management. The successful candidate will use their consultative skills to guide clients through financial planning, investment, and wealth management solutions. Collaborative work with internal specialists will ensure clients receive integrated strategies across retirement, insurance, and taxation sectors.
Key Responsibilities:
• Generate new business through outreach and marketing
• Conduct discovery meetings to understand client needs




• Prepare and present comprehensive financial strategies
• Serve as the primary advisor for a dedicated client portfolio
• Drive organic growth through referrals and networking
Requirements:
• Valid Life Insurance and Mutual Fund Licenses
• Proven success in sales and relationship management
• Excellent communication and negotiation skills
• Bilingual in English and French
• CFP designation preferred
Utilize your financial acumen to significantly impact clients' financial well-being and the firm's growth.
#J-18808-Ljbffr

📌 Expert Financial Advisor in Growth (Ottawa)
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Ottawa