Senior Financial Services Professional
1 day ago
We are seeking a highly motivated Senior Financial Services Professional to join our team at Alterna Savings. As a key member of our sales team, you will be responsible for providing exceptional customer service and promoting our range of banking products and services.
About the Role:- Proactively identify opportunities to cross-sell and up-sell banking products and services to meet the needs of our members.
- Provide education and advice to members on basic transactional banking and less complex investment and credit situations.
- Execute financial transactions with high accuracy and maintain a solid working knowledge of all products and services offered by Alterna Savings.
- A minimum of 2 years' experience in a sales industry or equivalent experience.
- Financial Services Industry experience is an asset.
- Bilingual (English/French) is an asset.
We offer a competitive salary ranging from $60,000 to $80,000 per year, depending on experience. Our corporate culture values Integrity, Respect, and Collaboration, and we strive to create a positive work environment that supports employee growth and development. If you are a motivated individual who is passionate about delivering exceptional customer service, we encourage you to apply.
-
Senior Financial Portfolio Manager
1 month ago
Ottawa, Ontario, Canada co-operators Financial Services Full timeAs a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...
-
Financial Services Professional
2 weeks ago
Ottawa, Ontario, Canada BMO Financial Full timeAbout the RoleBMO Financial is seeking a skilled Financial Services Professional to join our team. In this role, you will have the opportunity to work with customers to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesProvide financial planning and investment advice to customers, identifying...
-
Senior Financial Strategist
1 day ago
Ottawa, Ontario, Canada BMO Financial Full timeAt BMO Financial, we offer a unique opportunity to turn your financial expertise into a rewarding career. With a competitive salary of $85,000 - $110,000 per year, you'll have the chance to excel in a challenging role that's both exciting and fulfilling.About the JobAs a Senior Financial Strategist, you'll play a key role in helping our customers achieve...
-
Senior Financial Strategist
1 day ago
Ottawa, Ontario, Canada BMO Financial Full timeBMO is a leading financial institution offering unparalleled opportunities for professionals seeking to excel in their careers.As a Senior Financial Strategist, you will be responsible for delivering high-quality financial and investment planning solutions to our valued customers. With a strong focus on building lasting relationships, you will work closely...
-
Senior Financial Planning Professional
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeScotiabank is a leading bank in Canada, committed to making a difference in our communities and the lives of our clients. We are seeking a highly skilled Senior Financial Planning Associate to join our team.Job Summary:The Senior Financial Planning Associate will provide financial planning services to clients, working closely with Wealth Advisors to create...
-
Professional Financial Consultant
2 weeks ago
Ottawa, Ontario, Canada BMO Financial Full timeAbout the RoleWe are seeking a skilled and dedicated Professional Financial Consultant to join our team at BMO Financial Group. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide expert financial planning and investment advice to our clients, helping them make informed...
-
Financial Services Professional
1 month ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full timeAbout Desjardins Financial Security Independent NetworkAs a leader in the Canadian financial services industry, Desjardins Financial Security Independent Network is part of Desjardins Financial Security and the Desjardins Group, which boasts assets of over $160 billion, making it the largest cooperative financial group in Canada and the sixth largest...
-
Conseiller financier senior
4 weeks ago
Ottawa, Ontario, Canada BMO Financial Group Full timeDescription du posteNous sommes à la recherche d'un Conseiller financier senior pour rejoindre notre équipe de BMO Financial Group. Ce poste offre l'occasion d'utiliser vos compétences et votre expérience pour aider nos clients à atteindre leurs objectifs financiers.Compétences et qualifications requisesMinimum cinq années...
-
Senior Financial Professional
1 day ago
Ottawa, Ontario, Canada Ontario Power Generation Inc. Full timeAt Ontario Power Generation Inc., we are seeking a highly skilled Senior Financial Professional to join our team. This is a regular full-time position based in Renfrew, ON.About the RoleThis exciting opportunity offers a hybrid work arrangement, with 10% travel requirements. As a Senior Financial Analyst, you will report to the Financial Controller and be...
-
Insurance Sales and Service Professional
1 day ago
Ottawa, Ontario, Canada Definity Financial Corporation Full timeJob SummaryWe are seeking a highly motivated Bilingual Licensed Insurance Agent to join our team at Definity Financial Corporation. This is an exciting opportunity for a customer-focused individual to excel in a fast-paced environment, providing top-notch service and sales skills to our clients.About the RoleThis role involves using superior communication...
-
Financial Career Professional
3 weeks ago
Ottawa, Ontario, Canada Sun Life Financial Full timeAbout the Role:">As a Financial Advisor with Sun Life Financial, you will have the opportunity to build long-term relationships with clients and help them plan financially for various stages of life. This is a purpose-driven career that allows you to make an impact in your community by providing advice and implementing recommendations.About the...
-
Financial Services Senior Professional
3 weeks ago
Ottawa, Ontario, Canada Baker Tilly Canada Full timeWe are seeking a Financial Services Senior Professional to join our team in Ottawa, Ontario, Canada. As an integral member of our assurance services team, you will be responsible for completing and supervising engagements, primarily audits and reviews, as well as related tax filings within a paperless office environment.Key Responsibilities:Completing and...
-
Senior Financial Services Lawyer
1 month ago
Ottawa, Ontario, Canada ZSA Legal Recruitment Full timeJob DescriptionWe are seeking a highly skilled Senior Legal Counsel to join our client's team in Toronto or Ottawa. As a seasoned professional with 5+ years of experience in financial services, banking, policy, insolvency, and/or general corporate law, you will play a crucial role in driving business growth and success.About the RoleThe ideal candidate...
-
Ottawa, Ontario, Canada First Nations Financial Management Board Full timeJob DescriptionAs a Senior Legal Advisor for Indigenous Financial Governance, you will play a crucial role in supporting the First Nations Financial Management Board (FMB) in its mission to provide financial management and governance services to First Nations communities. This position requires an experienced legal professional with expertise in Indigenous...
-
Senior Financial Manager
1 day ago
Ottawa, Ontario, Canada MGIS Inc. Full timeWe are seeking a highly experienced and skilled Senior Financial Manager to join our leadership team at MGIS Inc.OverviewMGIS Inc. is a dynamic organization that values innovation, efficiency, and teamwork. As a key member of our leadership team, the Senior Financial Manager will play a critical role in driving financial performance, strategic...
-
Senior Financial Strategist
4 weeks ago
Ottawa, Ontario, Canada Bank of Montreal Full timeUnlock Your Earning Potential as a Senior Financial StrategistWe are seeking a highly motivated and experienced Senior Financial Strategist to join our team at the Bank of Montreal. As a key member of our sales and service team, you will play a crucial role in helping our customers achieve their financial goals.About the Role:This is a challenging and...
-
Senior Financial Accountant
1 month ago
Ottawa, Ontario, Canada beBee Professionals Full time $45,000 - $60,000Job SummaryWe are seeking a highly detail-oriented Senior Financial Accountant to join our finance team at beBee Professionals in Ottawa. The ideal candidate will have a strong background in accounting and experience with financial record-keeping, including ledgers, invoices, and statements.
-
Financial Services Lawyer
1 month ago
Ottawa, Ontario, Canada ZSA Legal Recruitment Full timeWe are looking for a highly experienced Senior Financial Services Lawyer to join our client's team in Toronto or Ottawa. With at least 5 years of experience in financial services, banking, policy, insolvency, and/or general corporate law, the ideal candidate will have a deep understanding of the complexities involved in these areas.About the RoleThis is...
-
Ottawa, Ontario, Canada ZSA Legal Recruitment Full timeLocation: Toronto or OttawaWe are seeking two experienced lawyers to join our client's team. The ideal candidates will have a strong background in financial services, banking, policy, insolvency, and/or general corporate law.The Senior Legal Counsel role requires at least 5 years of experience, while the Director, Legal position demands 10+ years of...
-
Senior Financial Services Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the OpportunityWe are seeking a Senior Financial Services Advisor to join our team in Canada. As a key member of our banking network, you will be responsible for providing exceptional service to our customers.Job ResponsibilitiesCustomer Service: Proactively discover customer needs, listen actively, and educate them on relevant financial...