About this role
Associate Financial Advisor at Desjardins Financial Security Independent Network - Ottawa #118. Location: Ottawa or Kingston or London. Role: serving clients, conducting reviews, expanding relationships Requirements: 2+ years in financial services or wealth management; Mutual Funds license; LLQP license; CFP path or designation in progress; strong relationship and communication skills; detail-oriented; able to manage multiple client relationships. Category: Finance and Accounting Seniority: Mid Level Certifications: mutual funds, llqp insurance Commitment: Full Time Workplace: Onsite Languages: English