Financial Services Associate
1 day ago
As a Financial Services Associate at Alterna Savings, you will play a vital role in delivering exceptional service to our members. This includes identifying opportunities for cross-selling and up-selling, as well as providing education and advice on basic transactional banking and less complex investment and credit situations.
Key Responsibilities- Provide personalized support to members, understanding their financial needs and offering tailored solutions.
- Develop and maintain a solid working knowledge of our products and services, including new accounts, investments, loans, and mortgages.
- Ensure accurate and efficient execution of transaction posting, cash management, administrative, and security/risk management procedures.
- Comply with anti-money laundering guidelines and other regulatory requirements.
- Foster strong relationships with branch partners and senior bankers to ensure seamless referrals.
- A competitive salary of approximately $60,000 per year.
- The opportunity to work in a dynamic, member-owned cooperative financial institution.
- A comprehensive benefits package, including health and dental insurance.
- Ongoing training and development opportunities to enhance your skills and expertise.
- A collaborative, respectful work environment that values integrity, respect, and collaboration.
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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...
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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...
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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...
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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...
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Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeEcivda Financial Planning Boutique is a client-centric financial planning firm seeking a dynamic individual to support its principal partners and advisory staff.About UsWe are a strong growing industry leader in financial planning and advice, committed to innovative solutions, community involvement, and philanthropy. Our team enjoys giving back and embracing...
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Expert Financial Consultant
2 weeks ago
Ottawa, Ontario, Canada BMO Financial Full timeBMO Financial Group is a leading banking institution that aims to boldly grow the good in business and life. As an Expert Financial Consultant, you will play a crucial role in helping customers achieve their financial goals.About UsWe are driven by a shared purpose of creating lasting, positive change for our customers, communities, and people. By working...
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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...
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Career Opportunity: Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada BMO Financial Full timeOverview\BMO Financial is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We're dedicated to providing exceptional service and creating lasting, positive change in our communities.\Salary\The estimated salary for this role is $55,000 - $82,500 per year, plus commission potential, depending on...
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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...
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Financial Accountant
1 month ago
Ottawa, Ontario, Canada ACT Services Full timeAbout ACT ServicesWe are a reputable organization seeking an experienced Financial Accountant to join our team.Job Description:We are looking for a skilled Financial Accountant who will be responsible for maintaining and balancing various financial accounts using manual and computerized bookkeeping systems. The successful candidate will ensure that general...
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Financial Associate for Global Radio Operations
1 month ago
Ottawa, Ontario, Canada Farm Radio International Full timeAsset Finance Associate Position OverviewFarm Radio International, a renowned Canadian organization, is seeking a highly skilled Financial Associate to join its team on a full-time basis.Job Description:Process invoices and financial transactions for Consultants and vendors with precision and accuracy.Maintain a smooth workflow by processing EFTs and wire...
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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...
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Senior Financial Advisory Services Specialist
2 weeks ago
Ottawa, Ontario, Canada Baker Tilly Canada Full timeBaker Tilly Canada is a leading association of chartered accounting firms with member firms from coast to coast in Canada.As an all-Canadian network, we have a long-lasting reputation for value-added audit, tax and advisory solutions due to the depth and breadth of our in-house skills, customized offerings and service excellence.We are proud to be an...
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Financial Planning Specialist
5 days ago
Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeCompany OverviewEcivda Financial Planning Boutique is a dynamic financial planning firm that delivers innovative solutions to high-net-worth clients, business owners, and entrepreneurs. With a strong focus on client-centricity, technology, and team collaboration, we strive to provide exceptional service and support to our clients.Job SummaryWe are seeking a...
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Executive Support Associate
3 days ago
Ottawa, Ontario, Canada People Exchange Inc on behalf of SISIP Financial Full timeSISIP Financial, a trusted partner of the Canadian Armed Forces community, seeks an exceptional Executive Support Associate to join their team. This dynamic role offers a unique opportunity to serve those who serve Canadians.As an Executive Support Associate, you will provide critical administrative and project support to the Senior Vice President and...
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Strategic Financial Planning Specialist
3 days ago
Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeAbout Ecivda Financial Planning BoutiqueWe are a client-centric financial planning firm that delivers innovative solutions to high-net-worth clients, business owners, entrepreneurs, and professional clients.As a dynamic and rapidly growing industry leader in financial planning and advice, we are seeking an extraordinary individual who embodies our values of...
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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...
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Financial Operations Manager
2 weeks ago
Ottawa, Ontario, Canada Carefor Health & Community Services Full timeAt Carefor Health & Community Services, we are seeking an experienced Financial Operations Manager to lead our finance team and drive business growth. As a key member of our leadership team, you will oversee all aspects of financial management, including financial planning, budgeting, forecasting, and financial reporting.We estimate the salary for this...
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Financial Advisory Services Professional
1 month ago
Ottawa, Ontario, Canada Baker Tilly Canada Cooperative Full timeBusiness Valuations ExpertWe are seeking a highly skilled Financial Advisory Services Professional to join our team in Ottawa. As a valued member of our organization, you will play a critical role in providing expert business valuations and litigation support services to our clients.About UsBaker Tilly Canada Cooperative is one of the country's largest...
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Financial Services Representative
4 weeks ago
Ottawa, Ontario, Canada House of Commons of Canada Chambre des communes du Canada Full timeThe House of Commons Administration strives to deliver exceptional services to Members of Parliament and their employees. As a Financial Services Representative, you will be the primary point of contact for clients regarding financial service requirements. This includes broker services, accounting operations, budget reviews, and travel point balances. You...