About this role
Associate Advisor at Desjardins Financial Security Independent Network - Ottawa #118. Location: Ottawa or London. Role: Client service, Prepare meetings, Update client records Requirements: Provide client service, prepare for meetings, and execute financial plans. Requires Mutual Funds and Life Insurance licenses; CFP designation preferred; driver's license and car. Category: Finance and Accounting Seniority: Entry Level Certifications: mutual funds, life insurance, cfp designation () Commitment: Full Time Workplace: Onsite Languages: English