Jobs for wealth at Ottawa

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...

Job Overview As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

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 responsibilitiesSupport investment advisors in providing...

Regional VP Wealth Sales     Firm: Large global portfolio management firm with over 100 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. Fee based platform that offers global portfolio management solutions.     Role: In this home...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

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...

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...

TD Private Wealth Management recherche un(e) Associate Service Client pour soutenir un Investment Advisor ou une équipe d Advisors dans des missions variées, y compris la communication avec les clients et le personnel de la succursale. Le poste demande une expérience pertinente et une bonne capacité relationnelle.Dans ce rôle, vous offrirez un soutien...

RBC Dominion Securities in Ottawa is seeking an Investment Associate to provide dedicated support in investment and money management activities for a high performing Advisory team. You will execute trades, assist with client onboarding, and help prepare meetings for Advisors with clients and prospects, while ensuring accurate documentation and adherence to...

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 build better...

Join a leading wealth management practice as a Wealth Advisor serving Kawarthas clients. This full-time position offers a strong framework for professional and financial growth through proactive client engagement. With over 30 years of experience, this practice is searching for a driven advisor to deepen client relationships and manage an existing...

Le poste chez BMO Groupe financier à Charlottetown requiert une expérience en ventes et service, avec une connaissance des produits de gestion de patrimoine et des exigences de conformité. Le candidat gère les besoins des clients, recommande des solutions d’investissement et atteint les objectifs de vente tout en respectant les règles internes et les...

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...

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 responsibilities Support investment advisors 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,...

CI Investments Inc. is seeking a Senior Business System Analyst to join their Product team in Fredericton, Canada. In this role, you will collaborate closely with project managers and technical teams to document and manage business requirements, ensuring their accuracy and completeness. Your expertise in agile methodologies and financial products will be...

Job DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...

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...

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...

A leading financial institution is seeking a dedicated financial planner in Ottawa to promote growth in proprietary investment business. Responsibilities include providing trusted financial advice, conducting client reviews, and crafting personalized financial strategies. Ideal candidates should have experience in financial planning and hold relevant...