Growth-Oriented Associate Advisor Position
Desjardins Financial Security Independent Network - Ottawa #118
Job Description
Join Retirement by Design as a Growth-Oriented Associate Financial Advisor, where you will play a crucial role in client relationship management. This full-time position focuses on deepening existing client connections and driving new introductions.
With at least 2 years of experience in financial services, you will take ownership of a defined client portfolio. Your responsibilities will involve conducting proactive communications and regular review meetings. This is a perfect opportunity for those passionate about building trust and delivering high-quality service.
Key Responsibilities:
• Manage a portfolio as the primary advisor
• Conduct regular client review meetings
• Identify expansion opportunities within client relationships
• Generate qualified referrals for new clients
• Efficiently handle daily client service inquiries
Requirements:
• Minimum 2 years in financial services or wealth management
• Required Mutual Funds and LLQP Insurance licenses
With at least 2 years of experience in financial services, you will take ownership of a defined client portfolio. Your responsibilities will involve conducting proactive communications and regular review meetings. This is a perfect opportunity for those passionate about building trust and delivering high-quality service.
Key Responsibilities:
• Manage a portfolio as the primary advisor
• Conduct regular client review meetings
• Identify expansion opportunities within client relationships
• Generate qualified referrals for new clients
• Efficiently handle daily client service inquiries
Requirements:
• Minimum 2 years in financial services or wealth management
• Required Mutual Funds and LLQP Insurance licenses