Elevate clients' financial journeys as a Financial Advisor in a agile firm. Deliver comprehensive solutions and strategies while focusing on client relationship building and retention. This full-time role seeks a candidate skilled in financial planning and business development.

Responsibilities include cultivating recent client relationships, understanding their financial goals, and implementing effective strategies across investment, insurance, and retirement planning. The role also includes collaboration with internal experts to ensure an integrated service offering. Key Responsibilities:
Acquire current clients and deepen existing relationships
Prepare detailed financial plans and recommendations
Facilitate annual reviews and proactive client communication
Promote client loyalty through trusted advice
Participate in marketing initiatives for outreach Requirements:
Current Life Insurance and Mutual Fund Licenses
Proven relationship management experience
Exceptional presentation and negotiation skills
Bilingual proficiency in English and French
CFP designation is a plus Drive impactful financial planning while expanding your influence in a supportive, growth-oriented environment.

📌 Senior Financial Advisor For Client Growth Ottawa (Canada)
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Canada