Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in culture that embraces work life balance then this may be the place for you.
The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans.
This position requires a high level of professionalism, attention to detail, and the ability to work independently. A strong background in finance or a related field is preferred. Please note that this job description is not exhaustive and may be subject to change based on the needs of the organization.
Responsibilities:
Skills:
Qualifications:
Core Competencies:
Compensation
We are committed to the highest level of customent service, community involvement and innovation in our industry. We operate with a team-based mentality and are invested in the wellbeing and growth of our employees.
Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. It is our commitment to always act in the client's best interest; to ensure a fair, ethical, and caring practice, and lead the industry with the highest services standards, professionalism, and compliance.
Associate Advisor • Ottawa, Ontario, Canada
A leading financial services provider is seeking an Investment Advisor in Ottawa, Canada.The role involves building client relationships and providing financial advice.Candidates must have 4-6 year... Voir plus
Step into a pivotal role as a Retail Sales Associate and connect customers with our brand.Use your expertise to enhance loyalty and provide exceptional service across various platforms.You will be ... Voir plus
RBC Dominion Securities is a relationship‑focused investment and wealth management firm.The Bells Corner branch seeks an Associate to support client relationships and the Advisor team.Coordinate an... Voir plus
Enhance healthcare solutions as a Business Development Associate focused on building clinician relationships.Utilize your outbound sales expertise and innovative strategies to drive engagement acro... Voir plus
Unique position calls on your client-focused sales expertise and natural problem‑solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, as an... Voir plus
Virtual Engagement Associate (Service Representative).Inizio Engage is seeking an energetic, patient-focused professional to join our team as a Virtual Engagement Associate (VEA).In this role, you ... Voir plus
We Are Banking At Another Level.It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepren... Voir plus
Take on an exciting role as a Sales Associate, where your customer service skills will shine.Deliver outstanding eyewear solutions while fostering lasting relationships with customers in a supporti... Voir plus
Sales Associate - CosmoProf Store # 07533.COSMOPROF CANADA SALES ASSOCIATE:.By working at Cosmoprof Canada, you would be part of the largest hair and beauty supplier in the world, and we are on a m... Voir plus
This posting is for an existing vacancy in Wellington-Altus’ Ottawa office.Founded in 2017, Wellington-Altus Financial Inc.Wellington-Altus) is the parent company to Wellington-Altus Private Counse... Voir plus
Investment Advisors to join our Private Client Services team in our various office locations mentioned above.Our national platform provides an opportunity to build your business with an independent... Voir plus
BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Voir plus
Join Harris as a Corporate Development Associate, mastering lead generation and relationship management all while working remotely from within North America.Engage with acquisition targets that dri... Voir plus
National Bank of Canada invites you to apply for the.The Associate supports wealth advisors by delivering exceptional customer service and ensuring seamless communication across clients, advisors, ... Voir plus
This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Voir plus
Associate - Electrical (Building Services).Our client is a well-established Canadian consulting engineering firm with a strong national footprint and a long-standing reputation for delivering high-... Voir plus
At RONA, our employees let their passion blossom every day.Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities... Voir plus
A leading mortgage brokerage in Canada is hiring an experienced Mortgage Associate to join their innovative team.The ideal candidate will have a proven track record of originating at least $10M in ... Voir plus
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Voir plus
A leading mortgage brokerage in Alberta is seeking a Mortgage Agent to convert leads into closed mortgage transactions.The role requires 3+ years of mortgage sales experience and offers a competiti... Voir plus
