wealth beyond work jobs in Ottawa

Attendance On-Site Job number 35413 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 10-Sep-2026 Area(s) of interest: Wealth management Location(s): Ottawa A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...

As a Wealth Advisor, you will play a pivotal role within an established advisory practice that has served clients in Peterborough and the Kawarthas for over 30 years. You will thrive in an entrepreneurial, client focused environment that offers industry-leading training, strong support, and meaningful opportunities for long-term professional and financial...

What is the opportunity? The RBC Dominion Securities (“RBC DS”) branch located in Uptown Waterloo is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10...

At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the personalized...

Lead partnership development in the wealth sector as a Business Development Manager. Engage with strategic partners and enhance client acquisition efforts while enjoying a hybrid work structure. This full-time role focuses on activating wealth advisors and cultivating strong relationships with financial institutions across Southern Ontario. You will play a...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...

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...

Shape the future of branch administration as the Branch Administrator at Richardson Wealth. Focus on operational support, staff management, and training to enhance team performance and client experience. This key position within Richardson Wealth involves leading the branch's administrative functions while working closely with Corporate Head Office in...

Drive operational excellence and data governance as a Data Operations Specialist with CI Wealth's Enterprise Data team. Ensure timely and high-quality data services across the organization. This position requires at least 2 years of professional experience focused on data operations, quality, and process support. You will work onsite for four days a week,...

Elevate your career with RBC Dominion Securities as an Associate Advisor focusing on Wealth Management in Ottawa. Work closely with seasoned Investment Advisors to optimize client engagement and financial strategies. This full-time role requires you to assist in developing tailored financial plans and investment strategies for clients. Leveraging your...

Excel as a Product Owner for Individual Wealth Operations at Equitable in Waterloo, ON. Maximize client satisfaction through strategic product management in a hybrid work environment. Equitable is looking for a Product Owner to take charge of product vision and execution in the Individual Wealth sector. Your role will involve managing the product backlog,...

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

Equitable in Waterloo, ON is seeking a Business Analyst Consultant in Individual Wealth Operations to lead complex IT and business transformation initiatives. You will act as a primary liaison between Business and IT, guiding requirements, MVP scope, and testing practices while mentoring others. The role offers a hybrid work arrangement with office presence...

Product Owner - Individual Wealth Operations Waterloo, ON, Canada Job Description Posted Thursday, August 27, 2026 at 4:00 AM At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your...

To effectively cover the territory of this job position, the candidate should be located within the Waterloo (Kitchener, Waterloo, Cambridge) or Halton (Burlington/Oakville) areas. Territory: West GTA + Midwest & Southern Ontario. Salary: CAD $75,000, plus commissions ($140,000 to $160,000 OTE) Contract: Full-time, permanent Work environment: Hybrid –...

Elevate your career with RBC Dominion Securities as an Associate Advisor focusing on Wealth Management in Ottawa. Work closely with seasoned Investment Advisors to optimize client engagement and financial strategies. This full-time role requires you to assist in developing tailored financial plans and investment strategies for clients. Leveraging your...

Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada . Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve been helping Canadian investors...

Become a Registered Accounts Specialist with CI Financial and play a pivotal role in our Wealth Operations. This position involves detailed account management and supporting client needs. In this role, you'll report to the Supervisor and be responsible for managing RESP accounts, executing RRSP withdrawals, and performing various administrative duties. Your...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job:  Support investment advisors in providing...