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Financial assistant • gatineau qc
Financial Planner Assistant
Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, CanadaResidential Financial Specialist
National BankGatineau, Canada- Promoted
Financial Accountant
The Mason Group Incottawa, ontario, CanadaFinancial Insurance Representative
Serenia Life FinancialOttawa, ON, CanadaFinancial Analyst
EquestOttawa, Ontario, CanadaChief Financial Officer
Pivot + EdgeOttawa, ON, CanadaFinancial Specialist
QMR Consulting & Professional StaffingOttawa, Ontario, CAAdministrative Assistant (Financial Services Advisor Support)
Recrute ActionOttawa, Ontario, CanadaFinancial Accountant
Stevenson & WhiteOttawa, OntarioFinancial Analyst
Harris ComputerOttawa,OfficeSr. Financial Analyst
Robert HalfOttawa, ON, CAFinancial Analyst
Modern NiagaraOttawa, Ontario, CanadaFinancial Analyst
N. Harris Computer Corporation - CADOttawa, CAFinancial Planning Intern
IG Wealth ManagementOttawa, ON, CanadaFinancial Consultant
TAAGOttawa, ON, CanadaFinancial Services Representative
Canadian Imperial Bank of CommerceGatineau, Quebec, CanadaFinancial Advisor
Financière Sun LifeGloucester, ON, CanadaSenior Financial Analyst
BGISOttawa, Ontario, CanadaFinancial Advisor
Royal Bank of CanadaOTTAWA, Ontario, Canada- St. Catharines, ON (from $ 47,222 to $ 197,508 year)
- Laval, QC (from $ 55,000 to $ 196,419 year)
- Chatham-Kent, ON (from $ 55,001 to $ 194,085 year)
- Richmond, BC (from $ 56,157 to $ 192,875 year)
- Peterborough, ON (from $ 29,250 to $ 175,500 year)
- London, ON (from $ 47,141 to $ 172,047 year)
- Montreal-Ouest, QC (from $ 59,738 to $ 162,448 year)
- Montreal, QC (from $ 59,475 to $ 162,448 year)
- Richmond Hill, ON (from $ 52,022 to $ 161,531 year)
- Edmonton, AB (from $ 54,791 to $ 143,899 year)
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Financial Planner Assistant
Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, Canada- Full-time
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.