wealth manager jobs in Ottawa

Firm:Largeglobal portfolio management firm with over 300 billion in assets undermanagement. Each client would have a separately managed portfolio based ontheir risk tolerance, asset allocation and securities preferences. A fee-basedplatform that offers global portfolio management solutions.Role:Inthis home-based outside sales role, you will be focused on...

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...

Chief Growth Officer (CGO), Wealth Management About the Company Established, independent Canadian wealth manager with a substantive national footprint. Industry Financial Services Type Privately Held About the Role The Company is in search of a Chief Growth Officer to spearhead its national growth strategy and enhance enterprise value. The successful...

Elevate your career as a Senior CRD Developer at Granite Solutions Groupe, engaging in impactful Wealth Management projects. Utilize your expertise in Charles River Development within a global investment management framework.As a critical member of GSG's consulting team, you will support Charles River Development platform initiatives. Your strong knowledge...

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...

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...

RBC Dominion Securities Ottawa branch seeks a proactive Associate to support client accounts and wealth management activities. You will help maintain accounts, process requests, and assist Advisors with portfolio and planning opportunities.You will ensure timely responses to client inquiries, support effective administration, and contribute to compliant,...

RBC Dominion Securities in Waterloo, ON is seeking an experienced Associate Investment Advisor to join a Premier advisory team. The role focuses on client service, investment strategies, and wealth management support in a full-time office setting. Candidates should have 5–10 years in the investment field, CIRO licensing (or equivalent), and a strong...

The Toronto-Dominion Bank (Canada) is seeking an Executive Trust Officer to provide ongoing relationship management for high-net-worth clients and oversee complex Private Trust activities. You will lead client referrals, collaborate with co-trustees and wealth partners, and ensure regulatory compliance while solving sophisticated trust structures.Applicants...

Become a Wealth Management Advisor with a large global firm specializing in high net worth clients. Focus on converting warm leads into clients without traditional prospecting. This home-based outside sales role targets high net worth individuals with over $500,000 to invest. Your focus will be solely on closing leads provided by the firm, allowing you to...

**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...

Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 272733Join a purpose driven winning team, committed to results, in an inclusive and high-performing...

Work Location:Ottawa, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$96,900 - $136,800 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill...

Work Location: Ottawa, Ontario, Canada | Hours: 37.5 | Line of Business: TD Wealth | Pay Details: $96,900 - $136,800 CADJob DescriptionTD 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...

Work Location:Ottawa, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$96,900 - $136,800 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill...

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 –...

Commitment Flexible (~15 hours/week, scalable to 30+ hours) Role Responsibilities Create tasks and deliverables based on common real-world personal finance requests Apply professional judgment to diagnose and solve domain-specific financial scenarios Contribute structured written outputs to support AI research and model improvement Ensure clarity,...

Elevate clients' financial journeys as a knowledgeable Financial Planner. Build impactful relationships while delivering personalized solutions and comprehensive advice tailored to individual needs.This position emphasizes developing long-term client relationships and addressing their unique financial objectives through expert guidance and ongoing support....

Build something people loveWealthsimple is Canada's leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under...

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...