Wealth Management Advisor
4 days ago
Co-operators is a Canadian leader in financial services, offering a range of insurance and wealth management solutions. We prioritize the needs of our clients and communities, and are committed to making a positive impact through community investment and strategic partnerships.
This is a full-time opportunity for an Associate Financial Advisor to join our team. The successful candidate will have experience in finance and retirement planning, and will be able to provide expert advice to clients. They will also have strong communication and interpersonal skills, and be licensed to sell life insurance and mutual funds.
The ideal candidate will have a strong understanding of financial products and services, and be able to analyze and interpret financial data. They will also be able to work effectively in a team environment, and have a strong commitment to ongoing learning and professional development.
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Ottawa, Ontario, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate ChannelLocation(s): OttawaWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply nowPosition Summary:This...
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Ottawa, Ontario, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate ChannelWe are seeking highly motivated and experienced financial planners to join our growing team of Corporate Employed Advisors in various locations across Canada.Position Summary:This role requires the successful candidate to be Mutual fund licensed. Advisors in the Corporate Channel provide proactive and...
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Wealth Management Advisor
4 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAs a Wealth Management Advisor at Scotiabank, you'll have the opportunity to work with customers to build comprehensive plans that help them achieve their financial goals.About the roleJob responsibilities:You'll be responsible for:Providing expert advice and guidance to customers on financial mattersBuilding strong, long-lasting relationships with...
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Wealth Management Professional
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodWe are a cornerstone business within Scotia Wealth Management, known for our reputation built on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Total Wealth StrategyPurpose: To deliver a client-centric approach to...
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Unlock Your Full Potential
20 hours ago
Ottawa, Ontario, Canada FORTÜNA Wealth Management Full timeCompany OverviewFORTÜNA Wealth Management is a groundbreaking firm that's changing the industry by empowering financial advisors to maximize their earnings and maintain complete control over their compensation.We prioritize your success and create an ecosystem where you can flourish. Our Shared Dealer Structure allows advisors to influence positive change,...
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Senior Wealth Management Advisor
1 week ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleThis Senior Financial Planning Associate role is part of a dedicated Wealth Advisor team in preparing and delivering personal financial plans to clients.The ideal candidate will champion an integrated and organized approach to planning through collaboration with internal specialists.
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Investment Portfolio Advisor
1 day ago
Ottawa, Ontario, Canada Aviso Wealth Inc Full timeAviso Wealth Inc is looking for a skilled Investment Portfolio Advisor to join our team. The successful candidate will have the opportunity to work with our members to create and implement personalized investment portfolios that meet their unique needs and objectives.The ideal candidate will have a proven track record of managing complex investment...
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Wealth Management Advisor
4 weeks ago
Ottawa, Ontario, Canada Desjardins Group Full timeJob DescriptionAs a wealth management advisor, you play a pivotal role in cultivating and maintaining lasting, trusting relationships with clients to ensure their satisfaction. Your responsibility lies in listening to clients' needs, providing tailored advice that aligns with their financial situation, and assisting them in selecting suitable solutions to...
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Administrator Financial Services
4 weeks ago
Ottawa, Ontario, Canada CI Assante Wealth Management Full time**Company Overview**CI Assante Wealth Management is a prominent player in the Canadian wealth management industry, serving a wide network of professional advisors managing substantial assets. As a subsidiary of CI Financial Corp., a global investment company, Assante prioritizes delivering exceptional financial services to Canadian families and business...
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Wealth Management Expert
1 day ago
Ottawa, Ontario, Canada Aviso Wealth Inc Full timeAviso Wealth Inc seeks a skilled Financial Wellness Specialist to join our team. The successful candidate will have the opportunity to make a meaningful impact in the lives of our members by helping them achieve their financial goals.The ideal candidate will have a proven track record of building strong relationships with clients and providing personalized...
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Wealth Management Tax Expert
8 hours ago
Ottawa, Ontario, Canada Scotiabank Full timeThe position of Senior Manager, Wealth Management Taxation at Scotiabank offers an opportunity to make a meaningful impact in the field of wealth management. This role plays a key part in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the...
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Wealth Advisor Assistant
4 days ago
Ottawa, Ontario, Canada Raymond James Financial Full timeJob Description - Wealth Advisor Assistant (2500158)Wealth Advisor Assistant - 2500158At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth...
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Wealth Management Professional
3 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout Scotiabank">We are a leading bank in the Americas, dedicated to helping our customers, their families, and their communities achieve success. Our purpose is to be "for every future", and we strive to make a positive impact in the lives of those we serve.Our ApproachWe take a holistic approach to wealth management, considering all aspects of our...
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Tax Planning Manager, Wealth Management
2 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the Role:The Senior Manager, Wealth Management Taxation is responsible for providing tax planning expertise and enhancing the delivery of the Total Wealth offering across Scotia Wealth Management. This role requires strong collaboration with wealth advisors, planning specialists, and banking partners to deliver tax and estate planning strategies to...
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Wealth Management Associate Role
1 day ago
Ottawa, Ontario, Canada National Bank Full timeNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with over 1,000 wealth advisors managing the assets of more than 400,000 clients across 100 branches. As an Associate, you will be part of a dynamic team that values collaboration and partnership.Key ResponsibilitiesSupport wealth advisors in their business...
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ScotiaMcLeod Wealth Management Professional
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout UsAt ScotiaMcLeod, we are a cornerstone business within Scotia Wealth Management. Our reputation for integrity is built on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.We empower our employees with Enriched Thinking, a unique...
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Senior Manager, Wealth Management Taxation
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeTitle: Senior Manager, Wealth Management TaxationRequisition ID: 219731Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by...
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Senior Manager, Wealth Management Taxation
4 days ago
Ottawa, Ontario, Canada Scotiabank Full timeTitle: Senior Manager, Wealth Management TaxationRequisition ID: 219731Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by...
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Private Wealth Advisor
4 weeks ago
Ottawa, Ontario, Canada Pivot + Edge Full timeIP Private Wealth is a Wealth Management Firm located in Ottawa, Ontario providing Investment and Financial Planning services to high-net-worth Canadian families over the past 15 years. We are expanding and looking for professionals to join our team.We invite you to become a part of this exciting entrepreneurial firm which will provide you professional...
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Senior Manager, Wealth Management Taxation
4 days ago
Ottawa, Ontario, Canada Cari Full timeRequisition ID: #Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the...