Associate Advisor

Associate Advisor

Desjardins Financial Security Independent Network — Ottawa, Kingston or London ON | Hybrid | Full-Time, Permanent

About the Role

We're growing - and we're looking for the right person to grow with us.

DFSIN Ottawa is hiring an Associate Advisor to join a high-performing, client-obsessed team that genuinely loves what it does. This isn't an entry-level seat-filler role. We're looking for someone with real experience, sharp instincts, and a genuine passion for helping clients build financial security for themselves and their families.

You'll work closely with a Principal Advisor to deliver exceptional service to an existing client base — preparing for meetings, executing on financial plans, managing portfolios, and building the kind of long-term client relationships that define a great practice.

If you're looking for a place where your work actually matters, where there's room to grow, and where the culture is built around people — this might be exactly what you've been looking for.

What You'll Do

• Deliver exceptional day-to-day client service and build lasting relationships
• Prepare for client meetings and execute recommendations from financial plans
• Conduct research and analysis to support financial planning and investment strategies
• Collaborate with the Principal Advisor on portfolio monitoring and management
• Maintain accurate client records using CRM tools
• Support cash management, budgeting, and forecasting as needed

What You Bring

• Active Mutual Funds and Life Insurance licences (required)
• CFP designation or actively working toward it (strong preference)
• Mid-level experience in financial services — you know your way around a financial plan
• Strong analytical skills and a sharp eye for detail
• Excellent communication and relationship-building skills
• A client-first mindset, always
• Driver's licence and access to a vehicle
• Ability to work independently and as part of a collaborative team

What We Offer

• Competitive salary plus bonus and commission potential
• potential for employee benefits and RRSP matching program
• Hybrid work arrangement
• A team that invests in your growth - we want you to build a long-term career here, not just fill a seat
• A culture that actually walks the talk on work-life balance

About DFSIN Ottawa

Desjardins Financial Security Independent Network is backed by Desjardins Group - the largest cooperative financial group in Canada. We operate with a team-based mentality, a deep commitment to client wellbeing, and a vision to lead the industry through tailored, ethical, and innovative financial planning.

We're proud of the culture we've built here - and we protect it by hiring carefully.

Sound like you?

We'd love to hear from you. Apply with your resume and a brief note about why this role caught your attention.