Associate Financial Advisor
$65k - $75k per yearDesjardins Financial Security Independent Network - Ottawa #118
Full Time: Associate Financial Advisor
Salary: $65,000 – $75,000 + performance-based incentives
Retirement by Design is a growing financial planning firm seeking a relationship-driven Associate Advisor to take ownership of a defined group of growing clients and play a key role in supporting firm growth.
This role is designed to create capacity for senior advisors to focus on clients who require more advanced planning and business development, while you ensure an exceptional client experience and identify opportunities to deepen and grow relationships.
Key Responsibilities
- Serve as the primary advisor for a portfolio of growing clients
- Conduct regular review meetings and maintain proactive communication
- Identify opportunities to expand existing relationships
- Cultivate client relationships that consistently result in qualified introductions to potential new clients
- Handle day-to-day client service requests efficiently and professionally
- Deliver a high-quality, relationship-focused client experience
What Success Looks Like
- All assigned clients are engaged in a consistent review process
- Strong client retention and satisfaction
- Growth in assets under management from both new and existing client relationships
- A steady flow of client introductions
- Growth-oriented mindset with a proactive approach
- Acts as a strong team player by collaborating effectively, supporting team initiatives, and contributing to a positive, high-performance culture
Qualifications
- 2+ years of experience in financial services or wealth management
- Mutual Funds license
- LLQP Insurance license
- Some financial planning knowledge a plan to obtain CFP designation
- Excellent relationship-building and communication skills
- High attention to detail and follow-through
- Ability to manage multiple client relationships independently
What We’re Looking For
This role is ideal for someone who enjoys building relationships, taking ownership, and growing within a firm. You should be someone clients trust quickly, who follows through consistently, and who looks for ways to deepen relationships—not just maintain them.
Why Join Us
We offer more than just a role—we provide a clear, structured career path designed to help you grow into a high-performing advisor.
Our firm follows a Two-Seat Advisor Model , giving you hands-on experience, mentorship, and a defined path for advancement. You’ll work alongside senior advisors, gradually increasing your responsibility, client exposure, and earning potential.
Throughout this path, you will:
- Build deep expertise in financial planning (FP) and client strategy
- Receive ongoing mentorship and coaching
- Develop both service and business development skills
- Be supported by a team structure that allows you to focus on your strengths
This model is designed to develop, retain, and reward advisors with a growth mindset , while delivering a high level of service to every client.
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Ottawa, ON vacancy
- ...Build a Career Worth Owning. Desjardins Financial Security Independent Network — Ottawa This isn't a job. It's a business. Most... ...a ceiling. This one doesn't. As an independent financial advisor with DFSIN, you're not working for someone else's vision - you're...SuggestedImmediate start
- ...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...SuggestedLong term contractPermanent employmentFull time
- ...Job Description **This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Ottawa Communities. Includes locations such as; Ottawa Central, Ottawa East, Orleans, South Keys, etc. Qualified applicants will...SuggestedLong term contractFull timeTraineeshipLocal area
- ...Job Description **This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Ottawa Communities. Includes locations such as; Ottawa Central, Ottawa East, Orleans, South Keys, etc. Qualified applicants will...SuggestedLong term contractFull timeTraineeshipLocal area
- ...businesses to succeed globally. We provide the financial tools and expertise they need to explore... ...trade. Position: Sr. Technical Advisor Employment Type: Permanent Compensation... ..., commercial and managerial risks associated with financial services provided by EDC....SuggestedPermanent employmentSummer workInternshipWork at officeRelocation package2 days per week3 days per week
$45k - $60k per year
...Kevin J Carruthers Insurance Agency Personal Client Care Advisor ROCK STAR NEEDED … . Looking for an individual with a proven... ...and property products, Business Insurance and a whole suite of Financial Services WHAT WE NEED FROM YOU… ~ Positive, Competitive, Winning...Full timeWork at officeWork from home- ...Summary The Automotive Service Advisor at 1170 Heron Rd Ottawa, On communicates directly with customers, managing their needs and... ...Sports Ltd, Canadian Tire Corporation Limited and Canadian Tire Financial Services). Physical Demands and Working Conditions In compliance...Shift work
$84.7k - $112.93k per year
...Application Deadline: August 14, 2026 at 12:00PM Position: Advisor/Senior Advisor, International Relations Employment Type: Permanent... ...support Canadian businesses to succeed globally. We provide the financial tools, insights, and expertise they need to explore new markets,...Long term contractPermanent employmentWork at officeRelocation packageFlexible hours2 days per week3 days per week$50k - $100k per year
About Myers Myers Automotive Group is all about community. In Ottawa and Eastern Ontario, the people on our team are your friends and neighbours. Our kids go to school together, play sports together, and succeed together. We sit on parents’ councils, volunteer alongside ...Long term contractFull timeLocal areaFlexible hours$52.1k - $73.6k per year
...they feel supported and their needs are met. As an Auto Claims Advisor, you’ll provide advice and support to customers and ensure they... ...Who We Are As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making...Full timeImmediate startWork from home- ...Total Group of Companies is currently looking for Safety Advisors local to Ottawa and the near vicinity. Position Overview Safety Advisors support field crews, contractors, and client representatives by helping maintain safe work practices, identifying hazards, supporting...For contractorsCasual workLocal areaRemote workShift work
$40k - $70k per year
...previous automotive experience is required ; we provide on-the-job training for the right candidate. Overview The Junior Service Advisor is an entry-level position that supports the Service Department while delivering an exceptional customer experience. This role is...Full time$52.1k - $73.6k per year
...questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Understand the financial needs of customers and provides appropriate solutions / advice / guidance and /or recommendations on a range of complex financial products...Work from home$70k - $95k per year
...science reinforce each other by design. About this role: The Financial Analyst — R&D Operations will support the financial backbone of... ...background screening, documentation, and compliance processes associated with security-sensitive work. Due to the sensitive nature of...Long term contractPermanent employmentFull timeContract workFlexible hours- ...of the eyewear and eyecare industry. Discover more by following us on LinkedIn! JOB DESCRIPTION GENERAL FUNCTION The Sales Associate sets the standard of quality in eye care and eyewear by ensuring every patient and customer has the best experience in every LensCrafters...Minimum wagePart timeCasual workLocal area
- ...transformation of the eyewear and eyecare industry. Discover more by following us on LinkedIn! JOB DESCRIPTION Job Code: Sales Associate (3001USN1) 4 more Description: What You’ll Do: As an Oakley Sales Associate, you’ll play a key role in delivering exceptional...Minimum wagePart timeCasual workLocal area
- At Rogers, we put our customers first in everything we do! We’re growing our Customer Experience teams and are looking for team members who are committed to showing our customers and Canadians that we support them through their journey. Our Customer Experience team is enthusiastic...Hourly payLong term contractContract workLocal areaShift workAfternoon shift
$42.5k per year
...J Carruthers Insurance Agency Level 1 Licensed Client Care Advisor Reports To The Job will report to the Agent and/or Level... ...Insurance Appts daily. Demonstrate Ability to Pivot to Life & Financial Services Daily and obtain daily, weekly, monthly and annual...Permanent employmentContract work- Our branded retail team is at the heart of our success. We represent the welcoming spirit of our company. Our retail teams are outgoing and approachable individuals who understand how our products and services fit into everyday life, and we’re excited to show customers how...Hourly payContract workPart timeLocal areaShift workAfternoon shift
$20 - $25 per hour
...Motivated to join a winning team? Entry level advisors being hired at a competitive wage scale with $20.00-$25.00/hr available The Automotive Service Advisor works in conjunction with the Auto Service Manager, Tower Operator and fellow co-workers to promote a customer first...Full timeContract workImmediate start$19 - $20 per hour
...consumer lenders, easyfinancial is on a mission to redefine access to credit. Since day one, we’ve been helping Canadians break through financial barriers and take control of their futures. When traditional banks say no, we say there's another way — offering real solutions,...Full timeStart today$50k - $100k per year
...opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs. Are you entrepreneurial, passionate about investments, growing your business, and...Full timeWork from home- ...interest in part time and full time, current and future Client Advisor positions across our Ottawa Communities. Includes locations such... ...to client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in...Full timePart timeFlexible hours
- ...Responsibility, Environmental Stewardship, and Agility —guide everything we do. Nature and Scope Reporting to the Controller, the Financial Analyst is part of a team that is responsible for the organization’s accounting and financial reporting, budgeting, and providing...Contract workWork at officeWork from homeFlexible hours
- ...posting is for candidates to apply for current and future Banking Advisor opportunities in Ottawa East. What is the opportunity?... ...to client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in conversation...Full timeTraineeshipFlexible hours
- ...Le poste : Vos missions Rattaché(e) au Contrôleur Financier Groupe et membre clé de l'équipe de management locale, vous contribuez au pilotage financier de l'activité et à l'amélioration continue de la performance. À ce titre, vous : - Encadrez et animez une équipe...Permanent employmentFull timeLocal area
- • • • • • • Sales Associate III Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been... ...diversity. The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic...Minimum wageSeasonal workLocal areaFlexible hoursShift workNight shift
- ...driving the transformation of the eyewear and eyecare industry. Discover more by following us on LinkedIn! GENERAL FUNCTION The Associate Optometrist is a leader in the organization, delivering the brand promise, experience & the organization’s key results through...Minimum wagePart timeWork at officeLocal area
- Requisition I D : 924872 Store #: EC0694 Lab Dept MGMT RIVOTM Position : Full-Time Total Rewards: Benefits/Incentive Information Founded in 1976, Riverside Opticalab Ltd is a world leading manufacturer and supplier of optical solutions. Our mission is to...Minimum wageFull timeLocal areaMonday to fridayShift workAfternoon shift
$18 per hour
...Tommy Gun’s is on the hunt for dynamic and enthusiastic individuals to fill the crucial roles of Front Desk Reception + Retail Associates. We want YOU to be a part of our exciting journey! We are not just looking for employees; we are seeking passionate Reception + Retail...Hourly payFull timePart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
Related searches
- private equity associate Ottawa, ON
- maintenance associate Ottawa, ON
- hourly associate Ottawa, ON
- cleaning associate Ottawa, ON
- public policy associate Ottawa, ON
- associate financial representative Ottawa, ON
- mental health associate Ottawa, ON
- sanitation associate Ottawa, ON
- talent associate Ottawa, ON
- associé à la vente Ottawa, ON