Financial Planner Assistant
Desjardins Financial Security Independent Network - Ottawa #118 • Ottawa, Canada
Role Description
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: