Advisor, Financial Planning

2 weeks ago


Ottawa ON, Canada Cresa Vancouver Full time

We are seeking to hire a licensed Advisor in Corporate Real Estate, to assist in our efforts to grow our presence in Ottawa. The successful candidate will have the opportunity to collaborate with and obtain guidance from seasoned professional advisors in order to achieve mutual goals on individual and company growth.

Responsibilities
Quick grasp and understanding of company niche and market advantages offered by Cresa's Ottawa office to convey these advantages to prospects
Heavy prospecting for new client relationships via phone, networking, and digital media marketing contact and communication
Learn and sharpen presentation skills to win business
Negotiation of key client requirements into business terms in lease and purchase transactions
Requirements
Real Estate license, or be in the process of obtaining one
Sales and account development experience with C-Level executives preferred
Excellent oral and written communication skills
Entrepreneurial approach to business — desire to evolve into straight commission compensation
Strong math skills and problem-solving capability
Desire to make real estate a career choice
Must be reliable and self-motivated with a strong work ethic #J-18808-Ljbffr


  • Financial Advisor

    4 days ago


    Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Financial Advisor / Analyst (0-3 YoE) - Full Time100% In-Office. Ottawa.Grandmaster Financial Planning | Desjardins Financial Security Independent NetworkIntroduction:Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading independent boutique...

  • Financial Advisor

    3 days ago


    Ottawa, Canada Financial Health Partners Full time

    Join Our Team as a Financial Advisor - Unlimited Income Potential Awaits! Are you a driven individual with a passion for financial services and a relentless determination to succeed? Are you ready to take your career to new heights in a dynamic and rewarding environment? If so, we want you to join our team as a Financial Advisor at **Financial Health...

  • Financial Advisor

    2 weeks ago


    Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    **Conseiller financier / Analyste (0-3 ans d'expérience) - Temps plein** 100 % en bureau. Ottawa. Grandmaster planification financière | Réseau indépendant de Sécurité financière Desjardins **Introduction**: Rejoignez notre mission chez Grandmaster planification financière, où nous redéfinissons la planification financière au Canada grâce à...


  • London, ON, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and growing...

  • Financial Advisor

    3 weeks ago


    Ottawa, Canada The Co-operators Full time

    As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will...

  • Financial Advisor

    3 days ago


    Ottawa, ON, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake,...

  • Financial Advisor

    22 hours ago


    Ottawa, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    3 hours ago


    Ottawa, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...


  • Toronto, ON, Canada CI Financial Full time

    About Us At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. ...


  • Mississauga, ON, Canada Investment Planning Counsel Full time

    Mississauga, ON Investment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une...

  • Financial Advisor

    6 days ago


    Ottawa, Canada Desjardins Full time

    Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the...

  • Financial Advisor

    1 week ago


    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Associate Advisor

    2 weeks ago


    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Associate Advisor

    2 weeks ago


    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network  Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...


  • Ottawa, Canada CAPCORP Financial Full time

    CAPCORP is an industry leader providing trusted advice to our financial planning and employee benefits clients. Our team specializes in offering unique, comprehensive, solutions and support to companies in a wide range of industries. As a Client Service Associate you will ensure and establish strong enduring relationships with the clients and advisors you...


  • Ottawa, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/Financial Services Specialist IIROC page is loaded Financial Advisor/Financial Services Specialist IIROC Apply locations Ottawa, ON time type Full time posted on Posted 2 Days Ago job requisition id 2405328 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to...


  • Ottawa, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/Financial Services Specialist IIROC page is loaded Financial Advisor/Financial Services Specialist IIROC Apply locations Ottawa, ON time type Full time posted on Posted 2 Days Ago job requisition id 2405328 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll...


  • Ottawa, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    A career as an advisor in life and health insurance and financial services allows you to combine professional goals and personal development. The role of a representative is to help people acquire financial security through an analysis of their needs and sound advice. Do you thrive on challenges? Do you want: -Become a successful entrepreneur? -Being in...

  • Financial Advisor

    4 days ago


    Ottawa, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...

  • Financial Advisor

    2 days ago


    Ottawa, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...