wealth manager jobs in Ottawa

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...

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...

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...

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,...

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 CAD This 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...

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...

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....

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 –...

Become a Wealth Management Product Manager at Fintex Inc. and transform digital offerings in the financial industry. Drive innovation through collaboration and strategic insights.In this pivotal role, you'll manage the lifecycle of digital products in the wealth and asset management space. By partnering with business, design, and technical teams, you will...

IT Specialist - Global Wealth Management PlatformThis range is provided by Salient Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range: CA$65,000.00/yr - CA$80,000.00/yrLocation: Toronto, CanadaOur client, a global fintech digital investment platform, is looking for a candidate with a...

Join IG Wealth Management as a Bilingual Advisor, serving clients in Alberta or Saskatchewan. Utilize your financial expertise and bilingual skills to deliver exceptional financial planning services in a hybrid model.As an integral part of the IG Wealth Connect team, you will focus on providing tailored financial advice while upholding regulatory compliance...

Bank of America Merrill Wealth Management seeks a Registered Wealth Management Client Associate in a sales-support capacity. You will serve multiple Financial Advisors, onboarding and maintaining client relationships while coordinating with cross-line partners.Fully registered licenses are required and privacy is paramount. Ideal candidates have Series 7 and...

af-fin-i-ty (noun):A natural compatibilitythe name on our doorsWorking for Affinity means being part of a member‐owned financial institution. As a cooperative, we're purpose‐driven, shaping and strengthening the communities we call home. It's not just meaningful work, it's smart, sustainable business. Our team of more than 850 professionals supports a...

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...

CommitmentFlexible (~15 hours/week, scalable to 30+ hours)Role ResponsibilitiesCreate tasks and deliverables based on common real-world personal finance requestsApply professional judgment to diagnose and solve domain-specific financial scenariosContribute structured written outputs to support AI research and model improvementEnsure clarity, accuracy, and...

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,...