Financial advisor jobs in Ottawa

A Financial Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make i...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients....

Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). Our client is looking for a dynamic and results-oriented Short-Term Financial Advisor to join their team. Offering expert advice on finance, retirement planni...

Our Advisors are customer-centric and able to connect with people in a relatable way. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. ...

As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help promote and sell financial security products and services. Act on business opportunities and present information to ...

At Scotiabank we help employees build their futures – where they can be themselves, and win together.With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities.At Scotiabank – you can make an ...

Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. ...

Financial Advisor/ Chesterville/ Permanent/ Full-time 37. Our Advisors are customer-centric and able to connect with people in a relatable way. ...

Enjoy financial independence and work life balance. As a Sun Life advisor, you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. Deliver personalized, ongoing financial solutions to help clients work t...

At IG Wealth Management, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. Today we deliver financial planning&nbs...

As financial advisors, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, ...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

Take on an advisory role and generate initiatives that drive organizational effectiveness. Assume an advisory role and implement the project management methodology;. A financial rewards program that recognizes your success. ...

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and ...

Our Advisors are customer-centric and able to connect with people in a relatable way. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. ...

En tant que membre de l’équipe Services bancaires personnels et PME, vous gérerez et développerez un portefeuille de clients spécialisés en gérant des relations clés, en créant des plans financiers complets et en fournissant un service client exceptionnel.Spécialiste en services financiers princi...

Financial Advisor / Analyst (0-3 YoE) - Full Time. Grandmaster Financial Planning | Desjardins Financial Security Independent Network. Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. We p...

As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. Forest Hills Financial Group, a member of The Guar...

At IG Wealth Management, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. The Financial Advisor Opportunity. Becoming a financial ...

As Senior Business Financial Advisor, you will play a crucial role in supporting the financial health and success of our company. Senior Business Financial Advisor. We are seeking a talented Senior Business Financial Advisor who thrives in a business-centric environment, leveraging their expertis...

The Advisor must develop the loyalty of clients by providing personalized, quality consulting services with the goal to become their number one financial reference. Analyse and evaluate clients' financial and investment needs based on their financial situation. Today, we have over 2,800 employees...

Our Advisors are customer-centric and able to connect with people in a relatable way. ...

About the Job Are you ready to skyrocket your career? Your golden opportunity is here! Join us now and kickstart your journey to a thriving, rewarding future! In our dynamic team, you'll not only earn top-tier commissions but also play a pivotal role in protecting what matters most to our clients...

Our Advisors are customer-centric and able to connect with people in a relatable way. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. ...