optimize wealth management jobs in Ottawa

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. This role is...

SurveyMonkey is the world’s most popular platform for surveys and forms, built for business—loved by users. We combine powerful capabilities with intuitive design, effectively serving every use case, from customer experience to employee engagement, market research to payment and registration forms. With built-in research expertise and AI-powered...

SurveyMonkey is the world’s most popular platform for surveys and forms, built for business—loved by users. We combine powerful capabilities with intuitive design, effectively serving every use case, from customer experience to employee engagement, market research to payment and registration forms. With built-in research expertise and AI-powered...

**Description du poste :**TD Private Wealth Management is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive needs of mass affluent and high-net-worth clients with World-Class Advice and Legendary Client...

Lead digital experience design strategy for Scotiabank’s Global Wealth Management team in Ottawa, shaping accessible products across multiple channels. As Director, Product Design, you will translate design strategy into portfolio priorities, roadmaps, principles, and measurable outcomes. You will lead multidisciplinary designers while partnering with...

Elevate your career as an Assistant Branch Manager with TD Private Wealth Management in Ottawa, Ontario. Focus on developing high-performance teams while delivering legendary client experiences. As a key leadership figure in TD Wealth, you will directly report to the Branch Manager and be tasked with providing sales leadership, recruiting top talent, and...

Manager, Supply Chain Optimization - Mississauga or Ottawa Our Mission: Ontario Medical Supply is a Leading Distributor of medical equipment, supplies, and services for healthcare organizations and home healthcare clients across Ontario. Specializing in long term care, assisted living, retirement and home health care. Ontario Medical Supply is partnered for...

Lead digital experience design strategy for Scotiabank’s Global Wealth Management team in Ottawa, shaping accessible products across multiple channels. As Director, Product Design, you will translate design strategy into portfolio priorities, roadmaps, principles, and measurable outcomes. You will lead multidisciplinary designers while partnering with...

Support Investment Advisors in Ottawa through client service, account documentation, and organized administration at Richardson Wealth. English communication and Microsoft Office skills are central.As an Assistant, you will support Investment Advisors while helping maintain effective team operations. The work includes client relationship support, account...

Blacksmith Agency Marketing Full time Remote (Canada, South Africa or USA) Search only. Paid media is a separate seat with its own strategist, so you are never split across both. About The Role Blacksmith Agency is an AI-first digital agency. As SEO (Search Engine Optimization) Manager you own search for a book of B2B and growing-brand clients: the...

Title: Director, Product Design - Global Wealth Management Requisition ID: 277317 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Director, Product Design, Global Wealth Management contributes to the overall success of Global Wealth Management’s Digital Experience Design Team ensuring specific...

Select how often (in days) to receive an alert: Title: Senior Manager, Business and Wealth Transition - Ottawa, ON Requisition ID: 274564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and Services...

Jobgether in Canada is seeking a Représentant en fonds communs de placement for a fully remote, full-time role in wealth management. You will provide personalized investment guidance, assist with account openings, and support clients through transactions while building lasting relationships based on trust.You will handle inquiries, stay informed about...

CI Investments Inc. is seeking a Project Manager to lead strategic business and technology initiatives within CI Wealth Management. You will oversee delivery, manage budgets, risks, and stakeholders while coordinating cross-functional teams across sponsors, technology, and vendors. The role requires proactive leadership, strong PM discipline, and the...

Mako is seeking an Account Executive passionate about finance and technology to work remotely in Canada. You’ll leverage your skills to help clients enhance their operations with our cutting-edge SaaS platform. As part of Mako's sales team, you will play a crucial role in the wealth management sector, handling the sales process from lead generation...

Select how often (in days) to receive an alert: Title: Senior Manager, Business and Wealth Transition - Ottawa, ON Requisition ID: 274564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and...

Title: Director, Product Design - Global Wealth Management Requisition ID: 277317 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Director, Product Design, Global Wealth Management contributes to the overall success of Global Wealth Management’s Digital Experience Design Team ensuring specific...

Lead end-to-end Wealth Solutions proposals and presentations at Aon, working remotely with consultants, designers, and pursuit stakeholders.This Proposal Writer and Project Manager role combines hands-on content creation with strategic project ownership. You will shape messages, differentiators, and client-ready materials supporting Aon’s growth across...

Our Banking client in Toronto is seeking a Business Analyst / Finance Operations SME to provide hands-on business analysis and subject-matter expertise for a Wealth Management transformation program within the CFO/Finance workstream. This is a HYBRID contract in Tortonto.The consultant will assess finance operations processes, identify gaps, support testing...

The work location may be based in Montreal, Ottawa, Waterloo, Vaughan, London, or Halifax. Job Description The Regional Support Manager, Estate and Trust has pan regional responsibilities and provides leadership and operational oversight to the support professionals serving the Greater Ontario and Atlantic (GOA) and Quebec Areas Trust business. Reporting to...