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 Partners**.

At **Financial Health Partners**, we're not just another financial services firm - we're a community of ambitious professionals dedicated to empowering our clients to achieve their financial goals. As we continue to expand and grow, we're seeking talented individuals like you to join us on this exciting journey.

**Key Responsibilities**:

- **Client Relationship Management**: Build and maintain strong, long-lasting relationships with clients by providing personalized financial advice and solutions tailored to their unique needs and goals.
- **Financial Planning**: Conduct comprehensive financial analyses, including retirement planning, investment strategies, risk management, and estate planning, to help clients make informed decisions about their financial future.
- **Business Development**: Proactively identify and pursue new business opportunities through networking, referrals, and other lead generation strategies to expand our client base and drive revenue growth.
- **Market Research and Analysis**: Stay abreast of market trends, economic developments, and regulatory changes to provide clients with timely and relevant insights and recommendations.
- **Compliance and Ethics**: Adhere to all regulatory requirements and ethical standards set forth by regulatory bodies and [Company Name], ensuring the highest level of integrity and professionalism in all client interactions.

**Qualifications**:

- Bachelor's degree in finance, business, economics, or related field (MBA or CFP designation preferred).
- Proven track record of success in sales or financial advisory roles, with a demonstrated ability to meet and exceed targets.
- Strong interpersonal and communication skills, with the ability to build rapport and trust with clients from diverse backgrounds.
- Entrepreneurial mindset with a hunger for continuous learning and professional growth.
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment.

**Benefits**:

- Unlimited income potential with competitive commission structures and performance-based bonuses.
- Comprehensive training and ongoing professional development opportunities to enhance your skills and knowledge.
- Access to cutting-edge technology and resources to streamline client interactions and optimize productivity.
- Supportive and collaborative work culture that values diversity, inclusion, and work-life balance.

**Benefits**:

- On-site parking

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Work Location: Hybrid remote in Ottawa, ON K2B 0A1

  • Financial Advisor

    2 months ago

    Ottawa, Canada CAPCORP Financial Full time

    CAPCORP Financial Corporation is one of Canada’s leading independent financial services companies. We help business owners maximize the value of their greatest asset - their business. Employing leading experts in the fields of retirement planning, estate planning, succession planning, charitable bequests and insurance brokering, we provide our clients with...

  • Financial Advisor

    4 weeks ago

    Ottawa, Canada Educators Financial Group Full time

    **Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

  • Financial Advisor

    2 weeks ago

    Ottawa, Ontario, Canada Financial Health Partners Full time

    Join Our Team as a Financial Advisor - Unlimited Income Potential AwaitsAre 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 Partners.At...

  • Financial Advisor

    2 weeks ago

    Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    **Financial Advisor / Analyst (0-3 YoE) - Full Time** 100% In-Office. Ottawa. Grandmaster Financial Planning | Desjardins Financial Security Independent Network **Introduction**: 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...

  • Financial Advisor Team Member

    1 month ago

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

    Financial Advisor Team Member Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. Let's talk. It's an...

  • Financial Advisor Team Member

    4 weeks ago

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

    Financial Advisor Team Member Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. Let's talk. It's an...

  • Financial Advisor Team Member

    1 month ago

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

    **Financial Advisor Team Member** **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back**? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire.** **Let's talk....

  • Financial Advisor Team Member

    4 weeks ago

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

    **Financial Advisor Team Member** **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back**? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire.** **Let's talk....

  • Financial Advisor

    1 month ago

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

    **FINANCIAL ADVISOR**: **Desjardins Financial Security Independent Network**: **BECOME YOUR OWN BOSS** **Being an independent financial services professional means that you are your own boss! Find out what this actually means.** **Independence** You decide how to manage your time and organize your work. In other words, **you are responsible for your own...

  • Financial Advisor

    4 weeks ago

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

    **FINANCIAL ADVISOR**: **Desjardins Financial Security Independent Network**: **BECOME YOUR OWN BOSS** **Being an independent financial services professional means that you are your own boss! Find out what this actually means.** **Independence** You decide how to manage your time and organize your work. In other words, **you are responsible for your own...

  • Financial Advisor

    1 month ago

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

    FINANCIAL ADVISOR Desjardins Financial Security Independent Network  BECOME YOUR OWN BOSSBeing an independent financial services professional means that you are your own boss! Find out what this actually means.Independence You decide how to manage your time and organize your work. In other words, you are responsible for your own success.FreedomYou...

  • Financial Advisor

    4 weeks ago

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

    FINANCIAL ADVISOR Desjardins Financial Security Independent Network  BECOME YOUR OWN BOSSBeing an independent financial services professional means that you are your own boss! Find out what this actually means.Independence You decide how to manage your time and organize your work. In other words, you are responsible for your own success.FreedomYou...

  • 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 Security Advisor

    2 months ago

    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

    2 weeks ago

    Ottawa, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Financial Advisor

    2 months 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

    2 weeks 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

    1 day 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

    4 weeks ago

    ottawa, Canada Financière Sun Life Full time

    As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk. This could be the start of something great!What’s in it for you?Be in charge of your own business and in

  • Financial Advisor

    2 months 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...