Current jobs related to Strategic Financial Planner and Client Success Specialist - Ottawa, Ontario - Blue Zones Financial Solutions
-
Strategic Media Planner
1 month ago
Ottawa, Ontario, Canada Fuel Industries Full timeFuel Industries, a global creative and advanced technology agency specializing in youth culture, is seeking a highly skilled Strategic Media Planner to join their team.Job OverviewWe help Fortune 500 global brands develop deep, digital brand experiences, such as immersive virtual worlds, new technologies (VR/AR/MR), mobile apps, branded entertainment,...
-
Strategic Financial Growth Advisor
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeWe are seeking a Strategic Financial Growth Advisor to join our team at Scotiabank in Ottawa, Canada.The successful candidate will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. A key aspect of this role is providing investment and financial planning advice to...
-
Financial Planner and Wealth Manager
1 month ago
Ottawa, Ontario, Canada Sun Life Financial Full timeAbout the Role">This is a full-time opportunity as a Financial Planner and Wealth Manager with Sun Life Financial in Ottawa, Ontario.">Key Responsibilities:">Build long-term relationships with clients to help them plan financially for various stages of life.Create personalized financial roadmaps to assist clients in achieving their goals.Recommend and...
-
Strategic Financial Services Consultant
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeWe are seeking a Strategic Financial Services Consultant to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your primary focus will be on investment sales and new client acquisition, as well...
-
Global Client Success Specialist
1 month ago
Ottawa, Ontario, Canada Xplor Full timeAbout the Role">We are seeking a highly skilled Client Success Specialist to join our team at Xplor. As a key member of our success team, you will play a crucial role in ensuring our clients achieve their business goals and maximize the value of our software solutions.">Job Summary">The successful candidate will be responsible for providing exceptional...
-
Ottawa, Ontario, Canada Scotiabank Full timeAs a Financial Planner, you will play a crucial role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your priority is to provide investment and financial planning advice to help clients meet their unique goals. You will be focused on investment sales and new client acquisition, as...
-
Strategic Financial Planning Specialist
1 day 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...
-
Financial Services Professional
4 weeks 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...
-
Senior Financial Analyst
1 month ago
Ottawa, Ontario, Canada Eclipsys Solutions Full timeEclipsys Solutions, a leading information technology company specializing in data management, cloud, engineered systems, and data analytics, is seeking a highly skilled Senior Financial Analyst to join their team.About the RoleWe are looking for an experienced financial analyst with advanced Excel skills and a strong understanding of financial planning and...
-
Career Opportunity: Financial Advisor
1 week 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...
-
Expert Financial Consultant
1 week 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...
-
Senior Financial Planning Specialist
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full time**Job Overview:**We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Scotiabank in Ottawa, Canada.**Estimated Salary:** $120,000 - $180,000 per year, depending on experience.**Job Description:The successful candidate will be responsible for delivering comprehensive financial plans to high net worth clients, providing...
-
Occupational Therapist
4 weeks ago
Ottawa, Ontario, Canada FunctionAbility Rehabilitation Services Full timeWe are seeking a highly skilled Occupational Therapist to join our team as a Life Care Planner Specialist at FunctionAbility Rehabilitation Services. As an OT, you will play a vital role in helping individuals who have suffered traumatic and acquired neurological injuries and severe orthopedic injuries.This is a full-time position with a competitive salary...
-
Financial Planner and Wealth Strategist
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout ScotiabankCompany OverviewScotiabank is a leading bank in Canada, committed to making a difference in our communities.SalaryA competitive compensation package tailored for the Financial Advisor, Investment Planning role. The estimated salary range is $80,000 - $120,000 per year, based on experience and location.Job DescriptionWe are seeking a skilled...
-
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...
-
Enterprise Client Success Specialist
4 weeks ago
Ottawa, Ontario, Canada Zerotek Full timeAbout UsAt Zerotek, we're revolutionizing the management platform and Identity Access Management (IAM) space with our cutting-edge solutions for Managed Service Providers (MSPs) and Managed Security Service Providers (MSSPs). Our software is deeply integrated with Okta, bringing advanced enterprise features to MSPs and their customers through a comprehensive...
-
Financial Planning Specialist
3 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...
-
Strategic Financial Solutions Consultant
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a key member of our investment sales and planning group, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your primary goal will be to provide clients with trusted financial advice regarding...
-
Ottawa, Ontario, Canada Scotiabank Full timeJob DescriptionWe are seeking a skilled Financial Planner to join our team in Ottawa, Canada.About the RoleThis is a fantastic opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.You will focus on investment sales and new client acquisition, as well as establishing business...
-
Strategic Financial Planning Specialist
1 month ago
Ottawa, Ontario, Canada Lumentum Full timeLumentum Canada has consistently been recognized as a top employer, earning the 2022 National Capital Region's Top Employers award for the 6th consecutive year and the 2022 Career Directory Canada's Best Employers for Recent Graduates award for the 5th consecutive year. As an Equal Opportunity Employer, Lumentum is committed to diversity and inclusion.The...
Strategic Financial Planner and Client Success Specialist
1 month ago
At Blue Zones Financial Solutions, we're dedicated to helping Canadians build and preserve their wealth. Our mission is to empower individuals to live their best lives while making a positive impact on future generations.