Associate Financial Advisor

7 days ago

Ottawa, Canada Byrne Insurance Agency Inc. Full time

As a Financial Service Associate you will be responsible to grow and develop an existing book of business by offering Investment, (Segregated Funds, Mutual Funds & GICs) and Insurance solutions, (Life, Critical Illness & Disability) to our clients.

This in office position will be based in Stittsville, Ontario

To join our team:

- You have experience in the financial services industry, with experience in investment and life product sales.
- You have a post-secondary degree in a related discipline. (An asset)
- You hold a Life License and Mutual Funds License. (required)
- You have or are working towards a Financial Planning designation ie. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA). (Strong asset)

What’s in it for you:

- A competitive base salary
- Uncapped commissions
- 3 weeks paid vacation
- Health & Dental Benefits
- A positive, friendly & supportive work environment

As a Financial Advisor, you will have the opportunity to help individuals and families achieve their financial goals. You will play a crucial role in providing sound financial advice and helping clients make informed decisions about their money. If you are passionate about finance, have strong analytical skills, and enjoy working with people, this could be the perfect opportunity for you. Join our team of dedicated professionals and make a positive impact on the lives of others.

**Salary**: $45,000.00-$86,702.11 per year

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Ability to Commute:

- Ottawa, ON K2S 1P1 (required)

Ability to Relocate:

- Ottawa, ON K2S 1P1: Relocate before starting work (required)

Work Location: Hybrid remote in Ottawa, ON K2S 1P1

  • Associate Financial Advisor

    2 weeks ago

    Ottawa, Canada Essential HR Full time

    Overview Irons Financial Services Inc., a proud agency representing The Co-operators, is a dynamic and community-focused financial services team committed to helping individuals, families, and businesses achieve financial security through life, wealth, and general insurance solutions. Our office is known for its professionalism, warmth, and deep community...

  • Associate Financial Advisor

    2 weeks ago

    Ottawa, Canada 750 SW Financial Full time

    **GET MORE OUT OF YOUR CAREER** Choose a career where changing someone else’s life for the better is also life-changing for you - personally, professionally, and financially. **FINANCIAL PLANNING WITH 750 SW FINANCIAL** Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider 750...

  • Associate Advisor

    5 days ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network   Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Financial Advisor

    7 days ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    **FINANCIAL ADVISOR**: **Desjardins Financial Security Independent Network**: **BECOME YOUR OWN BOSS** **Being an independent financial services professional means that you are your own boss! Find out what this actually means.** **Independence** You decide how to manage your time and organize your work. In other words, **you are responsible for your own...

  • Associate Financial Advisor

    3 weeks ago

    Ottawa, Canada Co-operators Full time

    OverviewAssociate Financial Advisor – Co-operators. This regular full-time, office-based role requires English (French is an asset). This role is currently vacant.The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities, with potential to specialize in...

  • Associate Financial Advisor

    2 weeks ago

    Ottawa, Canada Co-operators Full time

    OverviewAssociate Financial Advisor – Co-operators. This regular full-time, office-based role requires English (French is an asset). This role is currently vacant.The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities, with potential to specialize in...

  • Associate Financial Planner

    2 weeks ago

    Ottawa, Canada MDL Financial Group Full time

    About MDL Financial Group MDL Financial Group is a dynamic, growth-oriented financial planning firm known for its personalized, comprehensive approach to helping Canadians build and protect their wealth. With strong SEO-driven visibility, a steady flow of warm prospects, and a collaborative internal culture, we provide an exceptional platform for advisors...

  • Associate Financial Planner

    2 weeks ago

    Ottawa, Canada MDL Financial Group Full time

    About MDL Financial Group MDL Financial Group is a dynamic, growth-oriented financial planning firm known for its personalized, comprehensive approach to helping Canadians build and protect their wealth. With strong SEO-driven visibility, a steady flow of warm prospects, and a collaborative internal culture, we provide an exceptional platform for advisors...

  • Client Services Associate

    2 weeks ago

    Ottawa, Canada CAPCORP Financial Full time

    CAPCORP is an industry leader providing trusted advice to our financial planning and employee benefits clients. Our team specializes in offering unique, comprehensive, solutions and support to companies in a wide range of industries. As a Client Service Associate you will ensure and establish strong enduring relationships with the clients and advisors you...

  • SUN LIFE FINANCIAL ADVISOR

    2 weeks ago

    Ottawa, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Ottawa, Ontario time type Full time posted on Posted 30 Days Ago job requisition id JR00034723You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...