Financial Services Professional
4 weeks ago
We are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities:- Build strong relationships with current and potential members to identify their financial needs and provide personalized advice.
- Process a full range of complex member transactions, including personal loans, retail mortgages, and investment products.
- Support the achievement of annual branch goals and objectives by promoting First West products and services and actively seeking cross-sell and referral opportunities.
- Perform administrative duties, such as estate administration, loan applications, and credit investigations, as required.
- College or Tech School Diploma in a related discipline or equivalent combination of education and experience.
- Mutual Funds License required.
- Ability to identify needs and recommend products and services to members.
- Self-starter with ability to work independently and solve problems using common sense and sound judgment.
- Proven ability to plan, organize, and prioritize workload.
- Proficient in computer software, including Microsoft Office and banking software programs.
What We Offer:
As a Financial Advisor with Envision Financial, you will have the opportunity to work with a dynamic team and develop your skills and knowledge in a fast-paced and rewarding environment.
-
Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...
-
Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...
-
Financial Services Professional
2 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The Financial Services Professional identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor....
-
Financial Services Professional
2 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a skilled Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The ideal candidate will identify member life stage cycle and provide solutions to financial needs, and/or refer members to an appropriate advisor. This...
-
Financial Services Professional
3 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...
-
Financial Services Professional
3 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...
-
Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...
-
Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...
-
Financial Services Professional
3 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeFinancial Advisor Team Member OpportunityAre you looking to kick-start a new career in the financial services industry? We have an exciting opportunity for a highly motivated individual to join our successful team in Ottawa.As a Financial Advisor Team Member, you will have the chance to build a successful business practice alongside a talented team of...
-
Financial Services Professional
2 months ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout Desjardins Financial Security Independent NetworkDesjardins Financial Security Independent Network is a leading provider of financial services in Canada. As a member of the Desjardins Group, the largest cooperative financial group in Canada, we offer a wide range of products and services to individuals and businesses.Our Business ModelWe operate as an...
-
Financial Services Professional
2 weeks ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will be responsible for meeting with clients to provide personalized financial planning and advice. You will work closely with our team to develop and implement effective marketing strategies to attract new...
-
Financial Services Professional
2 months ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeFinancial Services Career Opportunity **About Us** Desjardins Financial Security Independent Network is a leading financial services provider in Canada, with a strong presence in the Ottawa area. We are part of the Desjardins Group, the largest cooperative financial group in Canada, with assets of over $160 billion. **Our Business** We offer a full range...
-
Financial Services Professional
1 week ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout the RoleThe Financial Advisor Team Member position at Desjardins Financial Security Independent Network - Ottawa #118 offers a unique opportunity for individuals to build a successful business practice alongside a team of experienced professionals. With a highly competitive and performance-based compensation structure, you can achieve unlimited...
-
Financial Services Professional
2 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Services Professional at Royal Bank of Canada, you will attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and navigate key life events.Key ResponsibilitiesConsistently...
-
Financial Services Professional
2 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to build and maintain relationships with high-value personal and small business clients. Your primary goal will be to provide proactive, professional advice and collaborate with RBC partners to help clients achieve their financial goals and navigate key life events.Key...
-
Financial Services Professional
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Scotiabank.Key ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial goals and objectives.Provide expert advice and guidance on investment and wealth management strategies to help customers...
-
Financial Services Professional
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Scotiabank.Key ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial goals and objectives.Provide expert advice and guidance on investment and wealth management strategies to help customers...
-
Financial Services Consultant
3 weeks ago
Ottawa, Ontario, Canada MD Financial Management Full time{"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients and help them achieve their financial goals. Key Responsibilities: Develop and maintain strong relationships with clients through...
-
Financial Services Consultant
3 weeks ago
Ottawa, Ontario, Canada MD Financial Management Full time{"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients and help them achieve their financial goals. Key Responsibilities: Develop and maintain strong relationships with clients through...
-
Financial Services Professional
2 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to attract, nurture, and grow relationships with our high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.Key ResponsibilitiesConsistently...