Current jobs related to Wealth Management Specialist - Ottawa, Ontario - Aviso Wealth

  • Wealth Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Wealth Management SpecialistJob Summary:As a Wealth Management Specialist at Aviso Wealth, you will play a key role in assisting our members build a customized financial wellness plan that meets their unique needs. You will be responsible for term renewals, building relationships with members, and identifying referral opportunities.Key...

  • Wealth Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Wealth Management SpecialistJob Summary: We are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our sales team, you will be responsible for building and maintaining relationships with our clients, identifying their financial needs, and providing tailored solutions to help...

  • Wealth Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    **Role Overview:**Aviso Wealth is seeking a skilled Wealth Management Specialist to join our team. In this role, you will play a key part in helping our members achieve their financial goals by providing expert advice and guidance on wealth management products and services.Key Responsibilities:Develop and maintain strong relationships with members to...

  • Wealth Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Summary:We are seeking a highly skilled Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our team, you will play a critical role in helping our members achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with our members to understand their financial needs and goals.Develop and...

  • Wealth Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job SummaryAs a Wealth Management Specialist at Aviso Wealth, you will play a key role in helping our members achieve their financial goals. This is a unique opportunity to build relationships, identify referral opportunities, and provide tailored investment solutions to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with our...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Inc Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth Inc, we are seeking a highly skilled and motivated individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for assisting our members in building a customized financial wellness plan that meets their unique needs and goals.Key Responsibilities:Assist members in term...

  • Wealth Management Specialist

    2 months ago

    Ottawa, Ontario, Canada Aviso Wealth Inc Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth Inc, we are seeking a highly skilled and motivated individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for assisting our members in building a customized financial wellness plan that meets their unique needs and goals.Key Responsibilities:Assist members in term...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Inc Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth Inc, we are seeking a highly skilled and motivated individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for assisting our members in building a customized financial wellness plan that meets their unique needs and goals.Key Responsibilities:Assist members in term...

  • Wealth Management Specialist

    2 months ago

    Ottawa, Ontario, Canada Aviso Wealth Inc Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth Inc, we are seeking a highly skilled and motivated individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for assisting our members in building a customized financial wellness plan that meets their unique needs and goals.Key Responsibilities:Assist members in term...

  • Wealth Manager MSO1

    4 hours ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Position Overview:As a Wealth Manager with Aviso Wealth, you will play a pivotal role in helping our members achieve their financial goals. By taking ownership of term renewals and offering tailored financial solutions, you will empower our members to build a customized financial wellness plan that meets their unique needs.This position requires strong...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Banque Nationale du Canada Full time

    Wealth Management Specialist **About the Role** As a Wealth Management Specialist at Banque Nationale du Canada, you will provide personalized banking and wealth management services to high net worth clients. You will work closely with clients to understand their financial goals and develop tailored solutions to meet their needs. **Key...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Alterna Savings Full time

    Job Title: Wealth BankerJob Summary:The Wealth Banker is a key role within Alterna Savings, responsible for driving the provision of investment-oriented financial advice, investment sales, asset consolidation, and new client/member acquisition within assigned branches.Key Responsibilities:Build strong partnerships with branch teams to facilitate...

  • Strategic Wealth Manager

    3 weeks ago

    Ottawa, Ontario, Canada Pivot + Edge Full time

    About Pivot + Edge:Pivot + Edge is a leading wealth management company that prides itself on delivering exceptional client experiences. Our mission is to provide tailored financial advice and innovative solutions to high-net-worth individuals and families.Job Summary:We are seeking an experienced and dynamic Senior Wealth Advisor to join our team. The ideal...

  • Senior Wealth Management Professional

    3 weeks ago

    Ottawa, Ontario, Canada Pivot + Edge Full time

    Senior Wealth Management ProfessionalPivot + Edge is seeking a seasoned Senior Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of high-net-worth clients by providing customized financial strategies, investment advice, and wealth planning services.Key...

  • Senior Wealth Advisor

    3 weeks ago

    Ottawa, Ontario, Canada Pivot + Edge Full time

    About Us:Pivot + Edge is a leading wealth management company that prides itself on delivering exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies.What We Offer:Competitive salary and...

  • Wealth Planning Director

    1 month ago

    Ottawa, Ontario, Canada Bank of Montreal Full time

    Job Title: Regional Director, High Net Worth Planning - Central CanadaJob Family Group: Wealth Sales & ServiceCentral Canada includes our offices located in Ontario North, East, West, and Manitoba, Saskatchewan.Key Responsibilities:Leads a team of wealth and specialized planners to deliver exceptional client experiences and support the overall growth of the...

Wealth Management Specialist

2 months ago

Ottawa, Ontario, Canada Aviso Wealth Full time
Job Title: Outbound CC Wealth Focused MSO1

About the Role:

We are seeking a highly skilled and motivated individual to join our team as a Wealth Management Specialist. As a key member of our team, you will be responsible for building and maintaining relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to grow our wealth management business.

Key Responsibilities:

  • Develop and implement customized financial wellness plans for our members, taking into account their individual needs and goals.
  • Build and maintain strong relationships with our members, providing them with exceptional service and support.
  • Identify opportunities to grow our wealth management business, including referrals and new business development.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide our members with the best possible advice and guidance.
  • Collaborate with our team to achieve business objectives and deliver exceptional results.

Requirements:

  • Proven experience in wealth management, financial planning, or a related field.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with our members and colleagues.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
  • Strong knowledge of financial products and services, including investments, insurance, and banking.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a real difference in the lives of our members.

How to Apply:

If you are a motivated and results-driven individual who is passionate about wealth management and financial planning, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications.