Associate Advisor
Desjardins Financial Security Independent Network - Ottawa, Kingston or London ON | Hybrid | Full time, Permanent
About the Role
We're growing - and we're looking for the right person to grow with us.
DFSIN Ottawa is hiring an Associate Advisor to join a high-performing, client-obsessed team that genuinely loves what it does. This isn't an entry-level seat-filler role. We're looking for someone with real experience, sharp instincts, and a genuine passion for helping clients build financial security for themselves and their families.
You'll work closely with a Principal Advisor to deliver exceptional service to an existing client base - preparing for meetings, executing on financial plans, managing portfolios, and building the kind of long-term client relationships that define a great practice.
If you're looking for a place where your work actually matters, where there's room to grow, and where the culture is built around people - this might be exactly what you've been looking for.
What You'll Do
- Deliver exceptional day-to-day client service and build lasting relationships
- Prepare for client meetings and execute recommendations from financial plans
- Conduct research and analysis to support financial planning and investment strategies
- Collaborate with the Principal Advisor on portfolio monitoring and management
- Maintain accurate client records using CRM tools
- Support cash management, budgeting,
and forecasting as needed
What You Bring
- Active Mutual Funds and Life Insurance licences (required)
- CFP designation or actively working toward it (strong preference)
- Mid-level experience in financial services - you know your way around a financial plan
- Strong analytical skills and a sharp eye for detail
- Excellent communication and relationship-building skills
- A client-first mindset, always
- Driver's licence and access to a vehicle
- Ability to work independently and as part of a collaborative team
What We Offer
- Competitive salary plus bonus and commission potential
- potential for employee benefits and RRSP matching program
- Hybrid work arrangement
- A team that invests in your growth - we want you to build a long-term career here, not just fill a seat
- A culture that actually walks the talk on work-life balance
About DFSIN Ottawa
Desjardins Financial Security Independent Network is backed by Desjardins Group - the largest cooperative financial group in Canada. We operate with a team-based mentality, a deep commitment to client wellbeing, and a vision to lead the industry through tailored, ethical, and innovative financial planning.
We're proud of the culture we've built here - and we protect it by hiring carefully.
Sound like you?
We'd love to hear from you. Apply with your resume and a brief note about why this role caught your attention.