Ottawa Investment Advisor Role

Join 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...

Scotiabank 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...

We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and legacy planning. The Opportunity Are you ambitious, curious, and eager to build your future? This is more than a job. It’s the foundation for a...

Become a Financial Advisor with Scotiabank in Ottawa, Ontario, where you can shape customer futures through personalized financial advice. Deliver top-tier service while cultivating lasting customer relationships.In this role at Scotiabank, you will serve as a trusted advisor within our Canadian Banking Branch network. Your focus will be on understanding...

Join BrokerLink as a Commercial Insurance Advisor in Ottawa, focusing on small businesses. Provide tailored insurance solutions while delivering exceptional customer service and professionalism.In this pivotal role within the Independent Business Unit (IBU) Service team, you will establish trusted relationships with clients and recommend insurance coverage...

Job Description - Investment Advisor Assistant (Evergreen) (2403516)At Raymond James,we develop, we collaborate, we decide, we deliver, and we improve 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 management...

Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleOur Business Advisors (BA) are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking network, the focus is to provide exceptional...

Start 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...

Join 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...