Advisor Assistant (Bilingual)
Location: 880 Lady Ellen Place, Ottawa, ON
Salary: $50,000–$60,000 per year
Job Type: Full-Time
Join Retirement by Design
At Retirement by Design, we're passionate about helping Canadians build confidence in their financial future through exceptional planning and outstanding client service. We're looking for a highly organized, bilingual Advisor Assistant to join our collaborative team in Ottawa.
If you enjoy building relationships, thrive in a fast-paced environment, love keeping things organized, and take pride in delivering an exceptional client experience, we'd love to hear from you.
What You'll Do
As an Advisor Assistant, you'll work closely with our Financial Advisors and Operations Team to ensure a seamless client experience from start to finish.
Client Service
Administrative Support
Team Collaboration
What We're Looking For
Required Qualifications
Assets
Our Core Values
We're looking for someone who naturally demonstrates our core values:
What We Offer
Why Retirement by Design?
We're more than just a financial planning firm—we're a team that genuinely enjoys working together. We support one another, celebrate successes, and believe that exceptional client experiences begin with an exceptional employee experience.
If you're looking for a career where your work makes a meaningful difference and where you'll be part of a collaborative, values-driven team, we'd love to meet you.
Apply today and become part of the Retirement by Design team!
Advisor Assistant (Bilingual) • Ottawa, Ontario, Canada
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