Take your administrative skills to the next level as a Bilingual Advisor Assistant at Retirement by Design, located in Ottawa. This full time position prioritizes client engagement and excellent organizational capabilities. In this role, you will collaborate with Financial Advisors at Retirement by Design, supporting clients effectively in both French and English.

Your ability to manage appointments, prepare paperwork, and maintain organized client files using Equisoft will be essential. You will help foster a cooperative setting as you contribute to exceptional client experiences. Key Responsibilities:
Provide client support in both official languages
Schedule meetings and manage client follow-ups




Prepare documentation and maintain client records
Assist with administrative tasks related to client servicing
Participate in team meetings for continuous improvement Requirements:
Bilingual proficiency in French and English
At least 2 years in client service roles
Strong organizational and time management skills
Expertise in Microsoft Office applications
Keen attention to detail and client focus Utilize your bilingual skills and organizational expertise for impactful client interactions at Retirement by Design in Ottawa.

📌 Ottawa Bilingual Advisor Assistant Role
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Ottawa