Bilingual Wealth Advisor | Retirement

A prominent financial services firm is seeking a Bilingual Advisor - Wealth to join their team in Ottawa. This role involves providing comprehensive financial advice to clients, with a focus on insurance and investment products. The ideal candidate has strong communication and relationship-building skills, a relevant degree or experience, and a passion for...

**Overview**: Calling all financial advisors looking for a role focused on client management: If you are tired of the traditional bank model, we have a great opportunity for you! As an Advisor with Eagle Wealth Counsel, you will focus solely on client servicing without worrying about sales quota requirements. Clients will be provided so there is no cold...

A leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...

Head of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...

**Scope of Position** Under the direction of the Team Lead, Wealth Management Operations - Wealth Management, the Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in IIROC platform. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and...

A leading asset management firm in Ottawa is seeking a driven sales leader to enhance results within wealth distribution. The role involves meeting with financial advisors, achieving sales targets for various investment products, and executing a territory coverage plan. The ideal candidate has 3-5 years of relevant sales experience, a university degree, and...

A leading asset management firm in Ottawa is seeking a driven sales leader to enhance results within wealth distribution. The role involves meeting with financial advisors, achieving sales targets for various investment products, and executing a territory coverage plan. The ideal candidate has 3-5 years of relevant sales experience, a university degree, and...

**Retirement Living Advisor - Full Time** **Ottawa, ON** Tea & Toast is well known in the community for it’s compassionate, quick and resourceful Retirement Living Advisors. In this role, you will use your senior-centered sales skills to assist families in finding their perfect retirement home. As industry leaders, Tea & Toast uses proprietary tools and...

**Retirement Living Advisor - Full Time** **Ottawa, ON** Tea & Toast is well known in the community for it’s compassionate, quick and resourceful Retirement Living Advisors. In this role, you will use your senior-centered sales skills to assist families in finding their perfect retirement home. As industry leaders, Tea & Toast uses proprietary tools and...

A leading Canadian wealth management organization is seeking an Assistant in Ottawa, Ontario. This entry-level role involves assisting Investment Advisors with client documentation and inquiries while maintaining professional client relations. The ideal candidate will possess strong client management skills, attention to detail, and proficiency in Microsoft...