Client Experience & Operations Coordinator (Administration Assistant)

Client Experience & Operations Coordinator (Administration Assistant)

DFSIN Windsor – Desjardins Financial Security Independent Network
3990 Wildwood Drive, Windsor, ON

Part-Time (20–25 hours/week to start)
Structured progression toward Full-Time (30–37.5 hours/week) over 6–12 months based on performance and business growth.

About Us

DFSIN Windsor is a growing, modern wealth planning firm focused on helping families, professionals, and business owners make confident financial decisions. We are building a high-performance advisory practice known for exceptional client experience, operational excellence, and long-term expansion.

We are a family-vibe, high-performance practice built on trust, respect, and shared ambition. We work hard, support one another, and genuinely enjoy what we do. This role is foundational to our next phase of growth.

Our culture is grounded in five core values:

• Good People
• Got Your Back
• Resourceful
• Growth Mindset
• Fun

The Opportunity

This is an entry-level position and a strong starting point for someone eager to begin their career in a professional office setting and gain meaningful experience working alongside a high-performing team of financial professionals.

You will play an important role in delivering a seamless client experience while supporting advisors in a professional and fast-paced environment. As we continue to grow and expand our advisory practice, this role will evolve in responsibility and scope.

This position begins part-time, with a structured pathway to full-time over 6–12 months based on performance and business growth milestones.

Key Responsibilities

•    Manage client communication, scheduling, and follow-ups
  • Support life insurance and investment processing
  • Track pending business and ensure timely completion
  • Communicate with head office, carriers, and mutual fund dealers
  • Maintain organized digital client files and CRM systems
  • Assist with reporting, presentations, and operational projects
  • Support compliance and documentation standards

Growth & Development

This position offers meaningful professional development, including:

• Deep exposure to life insurance and investment operations
  • Opportunity to expand into process management and workflow optimization
  • Potential licensing opportunities (LLQP or mutual fund licensing)
  • Skill development into specialized areas of our planning process
  • Long-term opportunity to grow into senior operations or leadership roles as the firm expands

What We’re Looking For

• Extremely organized with strong attention to detail
  • Professional and confident communicator
  • Strong problem-solving ability
  • Self-motivated and dependable
  • Able to manage multiple priorities calmly
  • Proficiency in Microsoft Office
  • Industry experience is an asset but not required

Why Join DFSIN Windsor?

• Be part of a growing, modern wealth planning firm
  • Work in a vibrant and supportive team culture
  • Clear growth path and expanded responsibility over time
  • Opportunity to build a career, not just hold a job

We thank all applicants for their interest; only those selected for interviews will be contacted.  DFSIN is an Equal Opportunity Employer. 

About Desjardins

Desjardins Group is North America’s largest financial cooperative and one of Canada’s most trusted financial institutions. It has been recognized internationally, including being named one of the World’s Best Banks by Forbes and ranked among Canada’s Best Employers and Top 100 Employers (2024–2026). Desjardins has also been recognized as a Top Employer for Young People and one of Canada’s Greenest Employers. With strong credit ratings and a national network of more than 1,800 advisors through Desjardins Financial Security Independent Network (DFSIN), Desjardins is a leader in insurance, investment, and wealth planning solutions across Canada