Current jobs related to Wealth Insurance Advisor - Ottawa, Ontario - Banque Nationale du Canada

  • Wealth Compliance Advisor

    9 hours ago

    Ottawa, Ontario, Canada Richardson Wealth Full time

    March 24, 2025About 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...

  • Strategic Tax Advisor for Wealth Advisors

    2 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    In this role, you will have the opportunity to utilize your knowledge and experience in taxation to provide expert advice to our wealth advisors and their clients. Your responsibilities will include providing tax planning expertise and enhancing the delivery of the Total Wealth offering.Key Accountabilities:Providing tax planning expertise and enhancing the...

  • Insurance Advisor Leader

    19 hours ago

    Ottawa, Ontario, Canada Co-operators Full time

    The Co-operators seeks a skilled Insurance Advisor to join our team in Ottawa. As an Associate Insurance Advisor III, you will play a key role in supporting the agency operation and providing exceptional client service.Key Responsibilities:Inbound sales and service for life and wealth productsSales, service, and profitable growth of personal lines and...

  • Wealth Management Advisor

    6 days ago

    Ottawa, Ontario, Canada Co-operators Full time

    About UsCo-operators is a Canadian leader in financial services, offering a range of insurance and wealth management solutions. We prioritize the needs of our clients and communities, and are committed to making a positive impact through community investment and strategic partnerships.This is a full-time opportunity for an Associate Financial Advisor to join...

  • Insurance Advisor

    4 days ago

    Ottawa, Ontario, Canada Co-operators Full time

    About the RoleWe are seeking a highly motivated and experienced Insurance Advisor to join our team. As an Associate Insurance Advisor III, you will be responsible for providing exceptional client service and driving profitable growth of Life and Wealth products.Key ResponsibilitiesInbound sales and service for life and wealth productsSales, service, and...

  • Wealth Compliance Strategist

    5 hours ago

    Ottawa, Ontario, Canada Richardson Wealth Full time

    About Us:Richardson Wealth is a leading Canadian wealth management organization, delivering big results with the personal touch of a boutique firm.We're on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.Our ambitious growth strategy aims to triple our Assets under...

  • Wealth Advisor Assistant

    12 hours ago

    Ottawa, Ontario, Canada Raymond James Financial Full time

    At Raymond James Financial, we're dedicated to delivering exceptional client service and expertise in wealth management. As a Wealth Advisor Assistant, you'll play a vital role in supporting our Financial Advisors and contributing to the success of our clients.About the RoleThis dynamic position involves preparing and reviewing daily, monthly, and annual...

  • Wealth Taxation Specialist

    4 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Job Description:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the Total Wealth offering.Key Responsibilities:Enhance the delivery of the Total Wealth offering through the...

  • Investment Portfolio Advisor

    3 days ago

    Ottawa, Ontario, Canada Aviso Wealth Inc Full time

    Aviso Wealth Inc is looking for a skilled Investment Portfolio Advisor to join our team. The successful candidate will have the opportunity to work with our members to create and implement personalized investment portfolios that meet their unique needs and objectives.The ideal candidate will have a proven track record of managing complex investment...

  • Wealth Management Tax Expert

    2 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    The position of Senior Manager, Wealth Management Taxation at Scotiabank offers an opportunity to make a meaningful impact in the field of wealth management. This role plays a key part in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the...

  • Wealth Advisor Assistant

    6 days ago

    Ottawa, Ontario, Canada Raymond James Financial Full time

    Job Description - Wealth Advisor Assistant (2500158)Wealth Advisor Assistant - 2500158At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth...

  • Wealth Planning Expert

    2 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    **Job Description**We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotia Wealth Management. As a key member of our advisory team, you will be responsible for delivering comprehensive financial planning services to high net worth clients. This includes providing proactive advice and support, acting as a subject matter expert,...

  • Wealth Management Advisor

    6 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    As a Wealth Management Advisor at Scotiabank, you'll have the opportunity to work with customers to build comprehensive plans that help them achieve their financial goals.About the roleJob responsibilities:You'll be responsible for:Providing expert advice and guidance to customers on financial mattersBuilding strong, long-lasting relationships with...

  • Wealth Management Associate Role

    3 days ago

    Ottawa, Ontario, Canada National Bank Full time

    National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with over 1,000 wealth advisors managing the assets of more than 400,000 clients across 100 branches. As an Associate, you will be part of a dynamic team that values collaboration and partnership.Key ResponsibilitiesSupport wealth advisors in their business...

  • Tax Planning Manager, Wealth Management

    4 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About the Role:The Senior Manager, Wealth Management Taxation is responsible for providing tax planning expertise and enhancing the delivery of the Total Wealth offering across Scotia Wealth Management. This role requires strong collaboration with wealth advisors, planning specialists, and banking partners to deliver tax and estate planning strategies to...

  • Associate Wealth Planner

    3 weeks ago

    Ottawa, Ontario, Canada Richardson GMP Ltd. Full time

    November 20, 2024About 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...

  • Wealth Management Professional

    6 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About ScotiaMcLeodWe are a cornerstone business within Scotia Wealth Management, known for our reputation built on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Total Wealth StrategyPurpose: To deliver a client-centric approach to...

  • Senior Wealth Strategist

    2 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    **Job Summary**As a Senior Total Wealth Planner, you will be responsible for providing comprehensive financial planning advice to high net worth clients. This includes gathering key data and information, preparing and reviewing financial plans, and presenting strategic recommendations.**Key Responsibilities**Gather key pertinent data and information about...

  • Associate Financial Advisor

    6 days ago

    Ottawa, Ontario, Canada Co-operators Full time

    Direct message the job poster from Co-operatorsFinancial Advisor/Owner, Glig Insurance & Investments Inc/Mutual Fund Investment Specialist, Co-operators Financial Investment Services Inc.Company DescriptionCo-operators is a leading Canadian financial services co-operative offering multi-line insurance and wealth products to build financial strength and...

  • Senior Manager, Wealth Management Taxation

    6 days ago

    Ottawa, Ontario, Canada Cari Full time

    Requisition ID: #Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the...

Wealth Insurance Advisor

4 weeks ago

Ottawa, Ontario, Canada Banque Nationale du Canada Full time
A role as a Wealth Insurance Advisor at the National Bank of Canada means working collaboratively to help our clients achieve their financial goals. With your passion, exceptional customer service, and attention to detail, you evaluate insurance requests from investment advisors to ensure appropriate types and levels of coverage, including making recommendations and ensuring follow-up.

Your role

- Managing back-office insurance requests such as agent changes, customer service management, registration and licensing, insurer codes, and business book transfers.
- Ensuring insurance policy requirements are met and managing the CRM.
- Providing assistance and advice to internal staff regarding insurance policy coverage and general insurance inquiries.
- Managing the insurance policy renewal process.
- Creating and modifying procedures, maintaining insurance-related records and documents up to date.
- Collaborating with legal and compliance sectors to ensure proper coordination of legal actions.
- Providing assistance and advice to internal staff regarding insurance requirements for various contracts as needed.
- Connecting with an external insurance provider, if necessary.

Your team

Within the insurance support team at National Bank Financial, you ensure that our partners consistently deliver service that meets all quality, compliance, and risk management requirements in place. In this role, you work closely with a group of seasoned insurance experts daily. Upon starting your position, you will undergo a training program based on practical learning that will familiarize you with your role, your work sector, and your teammates.

Prerequisites

- Bachelor's degree and four years of relevant experience OR Master's degree and one year of relevant experience.
- Strong knowledge of insurance principles and practices.
- Knowledge of relevant legislation and its application to insurance policies and practice.
- Knowledge and experience in CRM processing, insurance company back-office service, pricing processes, and insurance delivery.
- Experience in customer service/advisory roles.
- Demonstrating excellent customer service, organizational, prioritization, time management, problem-solving, communication, and customer satisfaction assessment skills.
- Holding a financial security advisor title/license is an asset.
- Good knowledge of Equisoft/Centralize systems is an asset.

Languages:

- French

Skills

Communication, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork.

Your benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

- Health and wellness program, including many options.
- Flexible group insurance.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and Family Assistance Program.
- Preferential banking services.
- Opportunities to get involved in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?

Come live your ambitions with us

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

#J-18808-Ljbffr