Financial Services Professional
4 weeks ago
We 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 position manages a portfolio of members.
Key Responsibilities:
- Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
- Member Transactions: Processes a full range of complex member transactions including, but not limited to: personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
- Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
- Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.
- Other duties: Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West. Other duties as required by branch leadership.
Required Skills, Experience & Qualifications:
- College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience
- Mutual Funds License required
- Must complete the internal First West certification program specific to this role within the required timeframe
- PFP preferred
- 2 years in a Member Advisor role, or equivalent
- Demonstrated 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 . Microsoft Office and banking software programs
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
-
Financial Services Professional
4 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....
-
Senior Financial Services Professional
1 day ago
Ottawa, Ontario, Canada MD Financial Management Full timeAre you a highly skilled and motivated individual looking for a challenging role in the financial services industry?About MD Financial ManagementMD Financial Management is a Canadian wealth management company that helps professionals achieve their long-term financial goals. Our team of experienced advisors provides personalized advice and guidance to help...
-
Financial Services Professional
2 weeks 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
4 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
3 weeks 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...
-
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob OpportunityWe are a dynamic financial services organization seeking an experienced Professional Financial Services Coordinator to support our advisors.About the RoleThis key position will provide technical support to our lead advisors, focusing on data gathering and analysis, financial planning recommendations, implementation, and portfolio...
-
Financial Services Professional
4 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...
-
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout UsDesjardins Financial Security Independent Network - Ottawa #118 is a leading financial services organization dedicated to providing comprehensive advice and solutions to individuals and families.
-
Financial Services Professional
3 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
2 weeks ago
Ottawa, Ontario, Canada National Defence Full timeAbout this inventory The Public Service of Canada is committed to building a skilled and diverse workforce that reflects the Canadians we serve. This inventory is for future vacancies within the National Defence, specifically for professionals who can provide financial advice, analyze financial data, and prepare financial reports.Key qualifications...
-
Financial Services Professional
4 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...
-
Financial Services Professional
3 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAs a Financial Advisor at RBC, you will 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.You will have a breadth and depth of expertise across...
-
Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAs a Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining relationships with our high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their financial goals and navigate key life events.You...
-
Financial Services Professional
2 months ago
Ottawa, Ontario, Canada beBee Professionals Full timeJob DescriptionJob Title: Real Estate Investment BankerAbout beBee Professionals: We are a leading provider of financial services, dedicated to delivering exceptional results to our clients.Job Summary: We are seeking a highly skilled Real Estate Investment Banker to join our team in Ottawa. The successful candidate will be responsible for providing...
-
Financial Services Professional
1 day ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeKey Responsibilities- Provide proactive, professional advice to high-value personal and small business clients, adding value in key moments for them.- Collaborate with RBC partners to help clients achieve their goals and navigate key life events.- Consistently demonstrate empathy, kindness, and a deep understanding of client circumstances, motivators, and...
-
Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAs a Financial Advisor at Royal Bank of Canada, you will be responsible for attracting, nurturing, and growing 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 financial goals and navigate key life...
-
Financial Bookkeeping Professional
3 days ago
Ottawa, Ontario, Canada Jack R. Bowerman, CPA - Professional Corporation Full timeAbout Jack R. Bowerman, CPA - Professional CorporationWe are a reputable accounting firm looking for an experienced bookkeeper to join our team.Job DescriptionThis role is responsible for maintaining accurate financial records, preparing cheques for payroll, and reconciling accounts. The successful candidate will have excellent organizational skills,...
-
Financial Services Professional
1 day ago
Ottawa, Ontario, Canada Royal Bank of Canada> Full timeOverviewWe are seeking an experienced Financial Services Professional to join our team at Royal Bank of Canada. This role offers a unique opportunity to build long-term relationships with high-value clients and provide expert advice on everyday banking, investments, and credit.The ideal candidate will have a strong background in sales and proven ability to...
-
Senior Financial Services Specialist
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a Senior Financial Services Specialist to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...
-
Financial Services Planner
4 weeks ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout the OpportunityWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Planner in the Greater Ottawa Area.As a Financial Services Planner, you will have the opportunity to work independently while maintaining access to a multi-disciplinary team and qualified experts.You will receive financial backing to...