Strategic Financial Advisor
2 weeks ago
We are seeking a skilled and dedicated Associate Advisor to join our team at Desjardins Financial Security Independent Network - Ottawa #118. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our Principal Advisors in delivering customized financial solutions to our clients.
Responsibilities:
- Conduct research and analysis to develop comprehensive financial plans for clients, taking into account their unique goals and needs.
- Provide ongoing support to clients, responding to their inquiries and concerns in a timely and professional manner.
- Utilize customer relationship management (CRM) tools to track interactions and maintain accurate client records.
- Assist with cash management, including budgeting and forecasting to ensure clients remain on track with their financial objectives.
- Collaborate with Principal Advisors to develop and implement tailored investment strategies that meet the specific needs of our clients.
- Monitor and manage client portfolios, ensuring that investments align with their risk tolerance and financial goals.
Requirements:
- Strong analytical skills, with the ability to research and analyze complex financial data.
- Excellent communication and interpersonal skills, with a proven ability to build strong relationships with clients and colleagues.
- Knowledge of investment management principles and strategies, including mutual funds and life insurance.
- Understanding of financial planning and retirement strategies, with a focus on helping clients achieve their long-term goals.
What We Offer:
- A competitive salary and employee benefits package, including RRSP matching.
- A dynamic and supportive work environment, with opportunities for growth and professional development.
- A commitment to excellence, with a focus on delivering exceptional client service and achieving outstanding results.
-
Strategic Financial Advisor | Bank of Canada
7 days ago
Ottawa, Ontario, Canada Bank of Canada Full timeImmerse yourself in the world of financial strategy and adviceThe Bank of Canada is a leading central bank, striving to be a dynamic, engaged, and trusted organization committed to a better Canada. As a Strategic Financial Advisor, you will play a crucial role in shaping the bank's strategic plan, ensuring effective corporate planning, and managing financial...
-
Strategic Financial Operations Coordinator
3 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob DescriptionWe are seeking a skilled Strategic Financial Operations Coordinator to join our team at Desjardins Financial Security Independent Network - Ottawa #118. In this role, you will provide technical support to a lead advisor, assisting with data gathering and analysis, financial planning recommendations, implementation, and portfolio...
-
Strategic Financial Advisor
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeCompany Overview:At Scotiabank, we're dedicated to making a positive impact in our communities. Our team is committed to delivering exceptional advice and service to our clients.Job Description:We're seeking a highly motivated Strategic Financial Advisor to join our team in Ottawa. As a key member of our team, you will focus on developing and deepening...
-
Strategic Business Advisor
4 weeks ago
Ottawa, Ontario, Canada Renaud Consulting IMIT Solutions Full timeJob SummaryRenaud Consulting IM/IT Solutions is seeking a highly skilled Strategic Business Advisor to join our team. As a key member of our organization, you will play a critical role in driving business transformation and growth.Key ResponsibilitiesDevelop and implement strategic plans to achieve business objectivesProvide expert advice on financial...
-
Senior Financial Advisor
1 day ago
Ottawa, Ontario, Canada Bank of Canada Full timeAbout the OpportunityWe are seeking a Senior Financial Advisor to join our team at the Bank of Canada. As a Senior Financial Advisor, you will play a critical role in providing strategic financial advice to facilitate sound decision making that supports corporate and business objectives.Job DescriptionReporting to the Director of Business Partnering in the...
-
Financial Services Advisor
4 weeks ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAssociate AdvisorDesjardins Financial Security Independent Network is seeking a highly motivated and detail-oriented Associate Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional client service and supporting our Principal Advisor in preparing for client meetings and executing recommendations to financial...
-
Strategic Business Advisor
4 weeks ago
Ottawa, Ontario, Canada Renaud Consulting IMIT Solutions Full timeJob SummaryRenaud Consulting IM/IT Solutions is seeking a highly experienced Strategic Business Advisor to join our team. As a key member of our organization, you will be responsible for providing strategic advice and direction to senior management in the Public Sector.Key ResponsibilitiesDeveloping and implementing business strategies and plans to achieve...
-
Strategic Communications Advisor
4 weeks ago
Ottawa, Ontario, Canada National Research Council Canada Full timeJob Title: Senior Communications Advisor, Strategic and Corporate CommunicationsAre you a skilled communications professional looking to take your career to the next level? We are seeking a Senior Communications Advisor, Strategic and Corporate Communications to join our team at the National Research Council of Canada (NRC).About the RoleThis is an exciting...
-
Ottawa, Ontario, Canada The First Nations Financial Management Board (FMB) Full timeJob OverviewThe First Nations Financial Management Board (FMB) is seeking a highly skilled and experienced Strategic Legal Advisor for Indigenous Engagement. As a key member of the team, you will play a vital role in providing expert legal guidance to clients and stakeholders on financial administration laws and bylaws. This position requires strong...
-
Strategic Management Advisor
2 months ago
Ottawa, Ontario, Canada Tormon Executive Search Limited Full timeJob DescriptionWe are seeking a highly skilled Strategic Management Advisor to join our team at Tormon Executive Search Limited.Key ResponsibilitiesAnalyze and provide expert advice on managerial methods and organization of an establishment to drive efficiency and effectiveness.Conduct quality audits to identify areas for improvement and develop quality...
-
Senior Financial Advisor
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 209913At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our clients.About the RoleKey ResponsibilitiesProactively identify customer needs and provide personalized financial...
-
Strategic Legal Advisor
4 days ago
Ottawa, Ontario, Canada Vista Credit Corp Full timeVista Services is a leading financial partner to communities, providing expert support to local contractors and residents. Our dealers specialize in water heater, HVAC, and residential infrastructure services.Company OverviewWe are a well-capitalized company with a strong presence in the market. Our goal is to grow organically, geographically, and through...
-
Strategic Business Advisor
3 weeks ago
Ottawa, Ontario, Canada Renaud Consulting IMIT Solutions Full timeJob SummaryRenaud Consulting IM/IT Solutions is seeking a highly skilled Strategic Business Advisor to join our team. As a key member of our organization, you will be responsible for providing strategic advice and direction to senior management in the Public Sector.Key ResponsibilitiesSpecifying the organization's objectives, developing policies, standards,...
-
Lead Financial Advisor
1 week ago
Ottawa, Ontario, Canada Mnp Llp Full timeJob OverviewMNP LLP is seeking a skilled Senior Manager to join our Assurance and Accounting team. As a trusted advisor, you will lead client-facing engagement teams to complete complex audit, review, and compliance tax engagements. Your expertise in industry and technical matters will enable clients to make informed decisions with confidence.Key...
-
Strategic Management Advisor
2 months ago
Ottawa, Ontario, Canada Tormon Executive Search Limited Full timeJob SummaryWe are seeking a highly skilled Strategic Management Advisor to join our team at Tormon Executive Search Limited. As a key member of our organization, you will be responsible for providing expert advice on managerial methods and organization of an establishment.Key ResponsibilitiesAnalyze and provide advice on the managerial methods and...
-
Senior Financial Advisor
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 208357At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Financial Advisor, you'll play a key role in helping our customers achieve their financial goals.About the roleWhat your role will be...As a Senior Financial Advisor, you'll be responsible for providing expert advice and guidance to our...
-
Strategic Communications Advisor
4 weeks ago
Ottawa, Ontario, Canada CATSA ACSTA Full timeJob Summary:The Senior Advisor, Internal Communications is a key role within CATSA / ACSTA, responsible for providing strategic communications advice and services to key audiences to achieve corporate objectives. This position requires a collaborative approach, working with client groups to develop appropriate communication strategies, plans, and...
-
Senior Financial Advisor
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to our customers, building strong relationships and delivering tailored financial solutions.About the RoleKey Responsibilities:Proactively discover customer needs and provide expert...
-
Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeBaker Tilly is seeking a highly skilled Senior Financial Advisor to join their Financial Advisory Services Group. The ideal candidate will have a strong background in business valuations, litigation, and forensic accounting.The Senior Financial Advisor will be responsible for preparing reports involving the valuation of business interests, quantification of...
-
Strategic Financial Relationship Manager
3 days ago
Ottawa, Ontario, Canada MD Financial Management Full timeJob DescriptionWe are seeking a skilled and experienced Strategic Financial Relationship Manager to join our team at MD Financial Management.About the Role:You will be responsible for building and maintaining strong relationships with our high net worth clients, understanding their financial goals and objectives, and providing tailored advice and guidance to...