Administrative Assistant
On-site · Edmonton
Provide day-to-day administrative and client service support to two Financial Advisors. Manage client requests, maintain accurate records, and ensure CRM information is kept up to date.
DA
DFSIN Alberta - Desjardins Financial Security Independent Network
Verified Job SourceEmpowering financial futures with tailored insurance and wealth management solutions.
Calgary, Alberta
Financial Services
11–50 people
About
At Desjardins Financial Security Independent Network (DFSIN), advisors enjoy the best of both worlds: the freedom to run their business their way, and the support of one of Canada’s most trusted financial institutions. Whether you're an established advisor or just starting out, DFSIN gives you the flexibility to build your own book of business, choose from a wide range of competitive products, and offer unbiased advice tailored to your clients’ needs. You maintain full ownership of your practice, allowing you to grow your most valuable asset—your client relationships. Behind the scenes, DFSIN provides robust support through a vertically integrated dealer and MGA network. Advisors benefit from seamless onboarding, compliance guidance, business development coaching, and even financing options for acquisitions or succession planning. Plus, you're backed by Desjardins’ stability and a multi-disciplinary team of professionals who are invested in your success. It’s a partnership designed to help you thrive—on your terms.