Financial advisor Jobs in Ottawa, ON
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Financial advisor • ottawa on
Last updated: 1 day ago
Administrative Assistant (Financial Services / Advisor Support).The incumbent will play a key role in supporting our corporate advisors by handling administrative tasks, client service, and account...Show moreLast updated: 28 days ago
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strength...Show moreLast updated: 6 days ago
Location : Ottawa, Ontario – Hybrid (4 days / week in office).Department : Finance, Ottawa Division.Reports to : Senior Manager, Finance.
When it comes to forward‑thinking homebuilding and thoughtfully p...Show moreLast updated: 30+ days ago
Desjardins Financial Security Independent Network.Being an independent financial services professional means that you are your own boss! Find out what this actually means.You decide how to manage y...Show moreLast updated: 30+ days ago
As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.This could be th...Show moreLast updated: 14 days ago
This regular full-time, office-based role requires English (French is an asset).The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound pros...Show moreLast updated: 30+ days ago
Select how often (in days) to receive an alert : .Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As an Investment & Personal Banking Specialist ...Show moreLast updated: 30+ days ago
Financial Advisor CIRO-MFD (Urban).We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our client...Show moreLast updated: 6 days ago
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show moreLast updated: 1 day ago
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.At Scotiabank we help employees build their futures where they can be themselves and win togethe...Show moreLast updated: 24 days ago
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.
As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integr...Show moreLast updated: 30+ days ago
Are you looking for a stable and rewarding career where you can make a real impact every day? We’re hiring Relocation Advisors to be the main point of contact for Canadian Armed Forces members and ...Show moreLast updated: 30+ days ago
Location : Ottawa, ON (On-site).Prepare and present Customer Business Reviews to assess performance and drive strategic insights.
Conduct monthly Excess and Obsolete (E&O) inventory analyses and prep...Show moreLast updated: 25 days ago
Robert Half Management Resources is the worldwide leader in specialized consulting and staffing services for senior-level accounting, finance and business systems professionals.Our telecommunicatio...Show moreLast updated: 8 days ago
Resolute Workforce Solutions | Full time.Work Experience Intermediate (5 to 8 years).Resolute Workforce Solutions (Staff augmentation subsidiary of Brevitas Consulting Inc.Our expertise is in Commi...Show moreLast updated: 30+ days ago
We are partnering with a rapidly growing fast‑casual restaurant group recognized for its healthy, chef‑driven offerings across multiple locations in Ontario.
With a strong emphasis on fresh ingredie...Show moreLast updated: 12 days ago
You are as unique as your background experience and point of view.Here youll be encouraged empowered and challenged to be your best self.
Youll work with dynamic colleagues - experts in their fields...Show moreLast updated: 30+ days ago
SUN LIFE FINANCIAL ADVISOR page is loaded.Apply locations Ottawa, Ontario time type Full time posted on Posted 30 Days Ago job requisition id JR00034723.
You are as unique as your background, experi...Show moreLast updated: 30+ days ago
Beneva (Conseil Financier Beneva) est présentement à la recherche d’entrepreneurs / intrapreneurs passionnés pour consolider ses plans de croissance dans toutes les régions du Québec!.Votre rôle sera...Show moreLast updated: 30+ days ago
Administrative Assistant (Financial Services / Advisor Support)
Recrute ActionOttawa, ON, caFull-time +1
Financial Advisor CIRO-MFD (Urban)
Canadian Imperial Bank of CommerceOttawa, ON, CAFull-time
Financial Analyst
Mattamy HomesOttawa, ON, CAFull-time
- Promoted
Financial Advisor
Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, CanadaFull-time
Financial Advisor
Financière Sun LifeGloucester, ON, CanadaFull-time
Associate Financial Advisor
Co-operatorsOttawa, ON, CAFull-time
Financial Advisor - Buckingham, Quebec
ScotiabankGatineau, Outaouais, CAFull-time
Financial Advisor CIRO-MFD (Urban)
CIBCOttawa, ON, CAFull-time
Financial Advisor
Royal Bank of Canada>OTTAWA, CanadaFull-time
Financial Advisor Ottawa, ON
Scotiabank Global SiteOttawa, Ontario, CanadaFull-time
Financial Security Advisor, Insurance
Royal Bank of CanadaGATINEAU, Quebec, CanadaFull-time
Relocation Advisor
Randstad CanadaOttawa, Ontario, CAFull-time +2
Quick Apply
Financial Analyst
BrevitasOttawa, ON, CAFull-time
Sr. Financial Analyst
Robert HalfOttawa, ON, CAPermanent +1
Quick Apply
Financial Analyst
TransareteOttawa, ON, CAFull-time
Financial Controller
COREcruitment LtdOttawa, ON, CAFull-time
Sun Life Financial Advisor
Sun LifeOttawa, Ontario, CanadaFull-time +1
SUN LIFE FINANCIAL ADVISOR
Sun Life FinancialOttawa, ON, CAFull-time +1
Financial security advisor
BenevaGatineau, QuebecFull-time
- Kamloops, BC (from $ 62,305 to $ 500,000 year)
- Thompson, MB (from $ 62,305 to $ 500,000 year)
- Duncan, BC (from $ 149,484 to $ 500,000 year)
- Innisfil, ON (from $ 170,750 to $ 500,000 year)
- Gravenhurst, ON (from $ 148,156 to $ 412,571 year)
- Delta, BC (from $ 61,080 to $ 400,000 year)
- Kelowna, BC (from $ 124,323 to $ 262,500 year)
- Brandon, MB (from $ 130,412 to $ 225,000 year)
- Cambridge, ON (from $ 61,000 to $ 210,658 year)
- Maple Ridge, BC (from $ 59,618 to $ 204,108 year)
Administrative Assistant (Financial Services / Advisor Support)
Recrute ActionOttawa, ON, ca28 days ago
Job type
- Full-time
- Temporary
Job descriptionAct as the first point of contact for clients, answering questions and addressing service needs. Assist with account maintenance, such as updating client information, processing requests, and executing transactions. Schedule and coordinate client meetings, preparing necessary documentation and reports. Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service. Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls. Handle incoming correspondence, prioritize, and distribute to the appropriate team members. Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements. Prepare client reports, statements, and presentations for meetings. Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards. Stay updated on regulatory changes and work with the compliance department to ensure adherence. Assist in preparing for audits and regulatory reviews. Process account openings, transfers, and updates. Handle the submission of trade orders under the direction of the investment advisor. Monitor account activities to ensure timely and accurate execution of orders and instructions. Process account openings, transfers, and updates. Handle the submission of trade orders under the direction of the investment advisor. Monitor account activities to ensure timely and accurate execution of orders and instructions. Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals. Gather and organize financial data and research for advisor review. Support in preparing investment reports and analysis for clients. An undergraduate degree is strongly preferred. Previous experience in a similar role, preferably within the financial industry. Expert proficiency in Microsoft programs (Outlook / Teams / Word / Excel / PowerPoint). Fluent in CRM / Salesforce and Power BI is an asset. Exceptional organizational and time management skills. Excellent verbal and written communication skills. Strong attention to detail and ability to prioritize tasks effectively. Proven ability to work in a team environment. Discretion and the ability to handle sensitive information with integrity. Knowledge of financial terminology and concepts is a plus, but not required. Ability to build effective partnerships. Unwavering curiosity and a passion for learning.
Administrative Assistant (Financial Services / Advisor Support)
The incumbent will play a key role in supporting our corporate advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME…) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment.
What is in it for you :
- Hourly salary of $27-29.
- 19-month contract.
- Full-time position : 37.50 hours per week – daytime hours
- Hybrid role – 3 days in the Ottawa office.
- Join a passionate and inclusive team of professionals.
Responsibilities :
What you will need to succeed :
Why Recruit Action?
Recruit Action (agency permit : AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
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