Associate Advisor
2 months ago
**Job Summary**
**What is the opportunity?**
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The Bells Corners RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth
- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.
**What will you do?**
- Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively respond to client account inquiries and take ownership of follow-ups.
- Help build and execute business plans, client segmentation exercises, and client service plans.
- Identify opportunities for asset consolidation and referrals across the existing client base
- Support your advisory team with new client acquisition.
- Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.
**What do you need to succeed?**
**Must-have**
- Approval as a Registered Representative (RR) with IIROC
- Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
- University degree
- Exceptional written and verbal communication skills in English
-
Associate Insurance Advisor
16 hours ago
Ottawa, Canada Co-operators Full timeh3>Associate Insurance Advisor III in OttawaCompany: CGICDepartment: Newor Dist - Nat CapitalEmployment Type: Regular Full-TimeWork Model: Office-BasedLanguage: This role operates in English.The Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential...
-
Associate Financial Advisor
7 months ago
Ottawa, Canada Byrne Insurance Agency Inc. Full timeAs a Financial Service Associate you will be responsible to grow and develop an existing book of business by offering Investment, (Segregated Funds, Mutual Funds & GICs) and Insurance solutions, (Life, Critical Illness & Disability) to our clients. This in office position will be based in Stittsville, Ontario To join our team: - You have experience in the...
-
Associate Advisor
4 weeks ago
Ottawa, Canada RBC Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...
-
Government Relations Advisor
5 days ago
Ottawa, Canada Intact Full time**Government Relations Advisor** We’re looking for a **Government Relations Advisor **to join our growing team! As a Government Relations Advisor you will support the development and execution of Intact Financial Corporation’s (IFC) government relations and public affairs strategy. This includes working with the Director of Government Relations and...
-
Associate
2 months ago
Ottawa, Canada Richardson Wealth Ltd Full time**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...
-
Wealth Advisor
7 months ago
Ottawa, Canada OPES Family Advisory Full timeOverview: ATTN: INSURANCE ADVISORS Tired of the daily grind of finding new leads etc. We are looking for an individual who has successfully entered the insurance or investment business but tired of the daily grind to find new clients. We have a block ready to be serviced. This is salary plus commssion and bonus.Preference given to advisors with books of...
-
Associate Insurance Advisor
7 months ago
Ottawa, Canada Cooperators - Byrne Insurance Agency Inc. Full timeFull time employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, plus paid medical and dental benefits. A great role with room to grow and develop knowledge and skill. - The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through the sales and service of The...
-
Associate
4 weeks ago
Ottawa, Canada Richardson Wealth Full timeAbout UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our...
-
Associate Financial Advisor
6 months ago
Ottawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Beauty Advisor
1 week ago
Ottawa, Canada LVMH Full time**Poste** Beauty Advisor **Profil** **Job ID**: 219103 **Location**: ON-Bayshore (0552) **Address**: 100 Bayshore Drive, Ottawa, ON K2B 8C1, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics...
-
Policy Advisor
7 months ago
Ottawa, Canada National Research Council Canada Full timeGreat Minds. One Goal. Canada's Success. Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization. We are looking for a seasoned Policy Advisor to support our Strategy and Integration division. The Policy Advisor would be someone who shares our core...
-
Parts Advisor
7 days ago
Ottawa, Canada Tesla Full timeWhat to Expect - At Tesla, our Parts Advisors play an important role in service operations, offering fundamental support to both Technicians and customers in our mission to accelerate the world’s transition to sustainable energy. As a Parts Advisor, you will provide critical parts support to the service center; liaise with other departments, as well as...
-
Advisor in Training
7 months ago
Ottawa, Canada Tradex Management Inc. Full time**Experience the not-for-profit difference. Our advisors have access to investment options from over 40 mutual fund families and no sales targets offering a true opportunity to act only in the client’s best interest. Our training program extends over 2-3 years (depending on any prior experience) working with the 4 senior advisors to provide unbiased advice...
-
Undergraduate Program Advisor
4 weeks ago
Ottawa, Canada Carleton University Full time**Duties and Responsibilities**: Reporting to the Director or their designate the Associate Director, and under the day-to-day supervision of the School Administrator, the Undergraduate Program Advisor organizes, advises and performs the necessary administrative duties required for all the undergraduate students in the Bachelor of Computer Science programs...
-
Service Advisor
7 months ago
Ottawa, Canada AutoCanada Inc. Full time**AutoCanada**, the largest publicly-traded automotive group in Canada, is **NOW HIRING** an experienced **Automotive Service Advisor **to work at 417 Nissan! This is your opportunity to get your foot in the door with an automotive group that believes in growing our talent, connecting with the communities that we serve, and building a brand that is...
-
Beauty Advisor
7 months ago
Ottawa, Canada Sephora Full time**Job ID**: 225008 **Location**: ON-Rideau Centre (0518) **Address**: 50 Rideau St, Ottawa, ON K1N 9J7, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was...
-
Beauty Advisor
7 months ago
Ottawa, Canada Sephora Full time**Job ID**: 226605 **Location**: ON-Bayshore (0552) **Address**: 100 Bayshore Drive, Ottawa, ON K2B 8C1, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora...
-
Beauty Advisor
3 days ago
Ottawa, Canada Sephora Full time**Job ID**: 215025 **Location**: ON-Bayshore (0552) **Address**: 100 Bayshore Drive, Ontario, ON K2B 8C1, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora...
-
Technical Advisors
14 hours ago
Ottawa, Canada National Research Council Canada Full timeHelp bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization. We are looking for Technical Advisors to support our Construction Research Centre. The Technical Advisor would be someone who shares our core values of Integrity, Excellence, Respect and...
-
Undergraduate Program Advisor
7 months ago
Ottawa, Canada Carleton University Full time**Duties and Responsibilities**: Reporting to the Director or their designate the Associate Director, and under the day-to-day supervision of the School Administrator, the Undergraduate Program Advisor organizes, advises and performs the necessary administrative duties required for all the undergraduate students in the Bachelor of Computer Science programs...