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Financial assistant Jobs in Gatineau, QC

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Financial assistant • gatineau qc

Last updated: 2 days ago
Financial Planner Assistant

Financial Planner Assistant

Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, Canada
Full-time
Our rapidly expanding financial planning firm is seeking a.If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth ma...Show moreLast updated: 30+ days ago
Residential Financial Specialist

Residential Financial Specialist

National BankGatineau, Canada
Full-time
A career as Residential Financial specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for .Y...Show moreLast updated: 6 days ago
  • Promoted
Financial Accountant

Financial Accountant

The Mason Group Incottawa, ontario, Canada
Permanent
Our client, a well-established real estate company in Ottawa is looking for a Financial Accountant.Reporting into the Controller, this position will be responsible for : . Complete monthly reconciliat...Show moreLast updated: 30+ days ago
Financial Insurance Representative

Financial Insurance Representative

Serenia Life FinancialOttawa, ON, Canada
Full-time
Imagine building your career with a company that is both Human and Kind….Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple : understand ou...Show moreLast updated: 17 days ago
Financial Analyst

Financial Analyst

EquestOttawa, Ontario, Canada
Temporary
Harris Finance is seeking a Financial Analyst to work closely with fellow Analysts and the divisional Controller in providing financial support and analysis for the division.You will be working in ...Show moreLast updated: 30+ days ago
Chief Financial Officer

Chief Financial Officer

Pivot + EdgeOttawa, ON, Canada
Full-time
We’re headquartered in Ottawa, Canada, with offices in Calgary, Beijing and Houston and have representatives worldwide.Their customers are what motivate and inspire them, and have always been, firs...Show moreLast updated: 30+ days ago
Financial Specialist

Financial Specialist

QMR Consulting & Professional StaffingOttawa, Ontario, CA
Full-time
The ideal candidates are senior Financial Specialists with a minimum of 5 years experience.Daily Tasks and Responsibilities. C&A) overhead, costs of products and services, and other related costs (F...Show moreLast updated: 30+ days ago
Administrative Assistant (Financial Services Advisor Support)

Administrative Assistant (Financial Services Advisor Support)

Recrute ActionOttawa, Ontario, Canada
Full-time +1
Administrative Assistant (Financial Services / Advisor Support).The incumbent will play a key role in supporting our corporate advisors by handling administrative tasks client service and account m...Show moreLast updated: 30+ days ago
Financial Accountant

Financial Accountant

Stevenson & WhiteOttawa, Ontario
Permanent
Job #4678 – Our client is looking for a Financial Accountant to join their very busy, established organization! If you are communicative, organized and enjoy digging into details and analyzing resu...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

Harris ComputerOttawa,Office
Full-time
As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning.This position...Show moreLast updated: 30+ days ago
Sr. Financial Analyst

Sr. Financial Analyst

Robert HalfOttawa, ON, CA
Permanent +1
Quick Apply
Robert Half Management Resources is the worldwide leader in specialized consulting and staffing services for senior-level accounting, finance and business systems professionals.Our telecommunicatio...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

Modern NiagaraOttawa, Ontario, Canada
Full-time
The Financial Analyst supports the Accounting & Finance department in Ottawa by managing financial reporting analyzing project performance and collaborating with operations teams to achieve key...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

N. Harris Computer Corporation - CADOttawa, CA
Full-time
Harris Finance is seeking a Financial Analyst to work closely with fellow Analysts and the divisional Controller in providing financial support and analysis for the division.You will be working in ...Show moreLast updated: 12 days ago
Financial Planning Intern

Financial Planning Intern

IG Wealth ManagementOttawa, ON, Canada
Part-time
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and ...Show moreLast updated: 30+ days ago
Financial Consultant

Financial Consultant

TAAGOttawa, ON, Canada
Full-time
The ideal candidate will provide strategic financial guidance to help clients manage their finances, increase wealth, and achieve long-term financial goals. You will work with individuals, offering ...Show moreLast updated: 30+ days ago
Financial Services Representative

Financial Services Representative

Canadian Imperial Bank of CommerceGatineau, Quebec, Canada
Full-time
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 7 days ago
Financial Advisor

Financial Advisor

Financière Sun LifeGloucester, ON, Canada
Full-time
As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.This could be th...Show moreLast updated: 2 days ago
Senior Financial Analyst

Senior Financial Analyst

BGISOttawa, Ontario, Canada
Full-time
The Senior Financial Analyst provides complex transactional support for a process within a full accounting cycle and is involved in full accounting cycle for a client contract (s) or business unit(...Show moreLast updated: 7 days ago
Financial Advisor

Financial Advisor

Royal Bank of CanadaOTTAWA, Ontario, Canada
Full-time
This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Ottawa Communities. Includes locations such as; Ottawa Central, Ottawa Ea...Show moreLast updated: 10 days ago
Financial Planner Assistant

Financial Planner Assistant

Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Financial Planner Assistant

Join Our Growing Team!

Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect opportunity for you!

Why You’ll Love Working With Us :

✅ Career Growth : Clear path for advancement to Associate Financial Advisor or Financial Advisor roles.

✅ Impactful Work : Play a key role in shaping clients’ financial futures through research, analysis, and strategy support.

✅ Learning & Development : Gain hands-on experience in financial planning, investments, and compliance.

Key Responsibilities :

Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.

Assist in portfolio management, including investment analysis and money movement execution.

Support new business processes by preparing and ensuring accurate paperwork.

Conduct research on financial products, strategies, and market trends.

Attend client meetings (note-taking and follow-up) to deepen industry knowledge.

Ensure compliance with firm policies and regulatory requirements.

What We’re Looking For :

  • Education : Bachelor’s degree (Finance, Business, Economics, or related field preferred).
  • Skills : Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.
  • Licenses / Certs : CSC and LLQP strongly desirable
  • Mindset : Self-starter who enjoys problem-solving, systems, and contributing to team success.
  • Experience : Prior client service or financial industry experience

Compensation & Benefits :

Salary : 40,000–60,000 / year (commensurate with experience) + bonus potential .

Flexibility : Hybrid options after 6 months.

Professional Development : Support for certifications (e.g., CFP®, Series licenses).

Ready to Launch Your Career in Financial Planning?

If you’re eager to learn, grow, and make an impact, we’d love to hear from you! Apply today with your resume and a brief note on why you’re excited about this role.