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 excellent 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.

📌 Associate Advisor (Ottawa)
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Ottawa