Ottawa Investment Advisor Role
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Elevate your career in investment advisory with RBC in Ottawa, specializing in client solutions and financial planning. Enjoy the flexibility to shape your business while serving high-net-worth clients.
This full-time Investment Advisor role at RBC Dominion Securities offers a unique opportunity to leverage your outbound sales experience to build a clientele. You will utilize RBC's strong brand and wealth management resources, focusing on developing personalized financial strategies for clients. Your ability to connect and maintain long-term relationships will be vital in creating impactful wealth plans.
Key Responsibilities:
- Develop relationships with high-net-worth clients and families
- Design tailored investment strategies leveraging RBC's resources
- Innovate client solutions for complex financial needs
- Foster relationships with RBC partners across services
- Provide consistent and trusted financial advice
Requirements:
- 4-6 years of outbound sales experience
- Completed Canadian Investment Regulatory Exam and related exams
- Strong interest in investment management and planning
- Excellent interpersonal and relationship building skills
- Proven success in business development
Leverage your skills to build a rewarding advisory career at RBC.
-
Ottawa Regional Trust Advisor Role
2 days ago
Ahuntsic North, Quebec, Canada RBC Full-timeJoin RBC Royal Trust as a Regional Trust Advisor in Ottawa and enhance your expertise in estate services. Build vital partnerships while promoting tailored financial solutions to meet client needs.This full-time opportunity is perfect for an experienced sales professional aiming to make a real difference. You will collaborate closely with internal...
-
Investment & Retirement Planning Advisor
1 day ago
Ahuntsic North, Quebec, Canada Scotiabank Full-timeScotiabank is seeking an Investment and Retirement Planning Financial Advisor to join the branch sales team in Ottawa. You will establish and deepen investment and primary banking relationships, meeting or exceeding deposit and investment sales goals through effective management of your client portfolio.You will conduct in-depth reviews for retirement...
-
Automotive Service Advisor in Ottawa
2 days ago
Ahuntsic North, Quebec, Canada Temporary Car Washer position Full-timeBecome a Service Advisor with S. Dilawri Automotive Group at our Hyundai dealership on Hunt Club in Ottawa. In this full-time role, you will deliver exceptional service while handling repair orders and customer interactions.We need an experienced Service Advisor to manage customer greetings, identify repair and maintenance needs, and communicate effectively...
-
Associate Investment Advisor at CIBC
1 day ago
Ahuntsic North, Quebec, Canada Canadian Imperial Bank of Commerce Full-timeStart your journey at CIBC as an Associate Investment Advisor, focusing on high net-worth client needs in a modern banking environment.In this role, you will provide direct support to an Investment Counsellor while engaging with sophisticated clients. Your responsibilities will include assisting in the preparation of marketing presentations and developing...
-
Ahuntsic North, Quebec, Canada University of Ottawa Full-timeJoin the University of Ottawa as a Research Grant Advisor, enhancing support for funding applications at Tabaret Hall. This hybrid role focuses on improving research funding success.The Research Grant Advisor is central to the development of competitive grant proposals within the Grant Development Services team. With your extensive knowledge of the research...
-
Ahuntsic North, Quebec, Canada Mitacs Full-timeJoin Mitacs as a Strategic Partnerships Advisor in Ottawa, focusing on connecting academic talent with industry needs to foster innovation. Drive meaningful collaborations that impact Canada's economy.This full-time temporary position requires a professional to engage with the University of Ottawa and industry to facilitate valuable R&D partnerships....
-
Senior Employee Relations Advisor Ottawa
2 days ago
Ahuntsic North, Quebec, Canada Commissionaires Full-timeElevate workplace dynamics at Commissionaires in Ottawa as a Senior Employee Relations Advisor. This role is perfect for those who excel in guiding complex HR matters with empathy and clear judgment.In this position, you will be a cornerstone of the Employee and Labour Relations (ERLR) team, applying policies consistently and assisting in performance...
-
Ahuntsic North, Quebec, Canada Bank of Montreal Full-timeJoin BMO as a Wealth Advisor focusing on investment solutions. Help customers achieve their financial goals by providing expert advice and trusted service remotely.BMO is on the lookout for an Investment Specialist with 2-3 years of experience to operate in a remote capacity. Your role will involve proactive customer engagement, offering tailored investment...
-
Financial Advisor, Investment
1 day ago
Ahuntsic North, Quebec, Canada Scotiabank Full-timeRequisition ID: 273491Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and...
-
Ahuntsic North, Quebec, Canada University of Ottawa Full-timeEnhance grant success with the University of Ottawa as the Lead Research Advisor in Tabaret Hall. This hybrid role supports research teams in navigating complex funding applications.As the Lead Research Advisor, you will report to the Director of Grant Development Services. Your expertise in Canada's research landscape and substantial experience in grant...
