Financial assistant Jobs in Ottawa, ON
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Financial assistant • ottawa on
Last updated: 1 day ago
Our rapidly expanding financial planning firm is seeking a.If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth ma...Show moreLast updated: 30+ days ago
Hybrid work : minimum two days per week at the CFI offices.Reporting to the Associate Director of Financial Data and Awards, the incumbent prepares weekly and quarterly institutional payments, maint...Show moreLast updated: 21 days ago
This Financial Analyst (FA) position will be based in Ottawa with regular communication and coordination with colleagues in Canada and overseas and some required travel overseas.The FA will have ov...Show moreLast updated: 30+ 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
This is your opportunity to join a fast-paced organization with a large, stable, and continuously growing presence in the vertical market software industry!.
Harris is currently looking to hire a Fi...Show moreLast updated: 30+ days ago
At Raymond James, we develop, we collaborate, we decide, we deliver and we improve together.Canada’s leading independent investment dealers offering high quality investment products and services to...Show moreLast updated: 1 day ago
Our client, a well-established real estate company in Ottawa is looking for a Financial Accountant.Reporting into the Controller, this position will be responsible for : .
Complete monthly reconciliat...Show moreLast updated: 6 days ago
What is the opportunity? 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 matte...Show moreLast updated: 1 day ago
As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning.This position...Show moreLast updated: 6 days ago
Our client, a well-established real estate company in Ottawa is looking for a Financial Accountant.Our client, a well-established real estate company in Ottawa is looking for a Financial Accountant...Show moreLast updated: 2 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: 21 days 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 m...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: 30+ 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: 14 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
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Administrative Assistant, you will be primarily responsible for working with Financial Pl...Show moreLast updated: 23 days ago
Location 79 Wellington Street West suite 2100 Toronto , ON M5K 1G8.Terms of employment Permanent employment Full time.Labour Market Impact Assessment (LMIA) requested.
The employer could not find a ...Show moreLast updated: 6 days ago
The ideal candidate will provide strategic financial guidance to help clients manage their finances, increase wealth, and achieve long-term financial goals.
You will work with individuals, offering ...Show moreLast updated: 30+ days ago
OperationsInstitute of Feminist and Gender StudiesNandy Cassamajor.About the faculty / service : Faculty of Social Sciences : .
The FSS comprises nine departments schools and institutes which offer unde...Show moreLast updated: 30+ days ago
Financial Planner Assistant
Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, CanadaFull-time
- Promoted
Financial Analyst
Canada Foundation for InnovationOttawa, ON, CanadaFull-time +1
Financial Analyst
Farm Radio InternationalOttawa, ON, CAFull-time
Financial Analyst
Mattamy HomesOttawa, ON, CAFull-time
Financial Analyst
Harris ComputerOttawa, ON, CATemporary
Financial Planner
Raymond James Ltd.Ottawa, ON, CAPermanent
Financial Accountant
The Mason Group Incottawa, ontario, CanadaPermanent
Financial Advisor
RBCOttawa, ON, CAFull-time
Financial Analyst
EquestOttawa, Ontario, CanadaFull-time
Financial Accountant
The Mason GroupOttawa, ON, CanadaFull-time
- Promoted
Financial Advisor
Financière Sun LifeGloucester, ON, CanadaFull-time
Administrative Assistant (Financial Services Advisor Support)
Recrute ActionOttawa, Ontario, CanadaFull-time +1
Financial Analyst
BrevitasOttawa, ON, CAFull-time
Sr. Financial Analyst
Robert HalfOttawa, ON, CAPermanent +1
Quick Apply
Financial Analyst
TransareteOttawa, ON, CAFull-time
Administrative Assistant, Scotia Financial Planning - Eastern Canada
ScotiabankOttawa, ON, CAFull-time
financial analyst
Dawson Partners Inc.Ottawa, ON, CAFull-time +1
Financial Consultant
TAAGOttawa, ON, CanadaFull-time
Financial and Administrative Assistant
University of OttawaOttawa, Ontario, CanadaFull-time +3
- St. Catharines, ON (from $ 47,222 to $ 197,508 year)
- Laval, QC (from $ 55,000 to $ 196,419 year)
- Chatham-Kent, ON (from $ 55,001 to $ 194,085 year)
- Richmond, BC (from $ 56,157 to $ 192,875 year)
- Peterborough, ON (from $ 29,250 to $ 175,500 year)
- London, ON (from $ 47,141 to $ 172,047 year)
- Montreal-Ouest, QC (from $ 59,738 to $ 162,448 year)
- Montreal, QC (from $ 59,475 to $ 162,448 year)
- Richmond Hill, ON (from $ 52,022 to $ 161,531 year)
- Edmonton, AB (from $ 54,791 to $ 143,899 year)
Financial Planner Assistant
Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, Canada30+ days ago
Job type
- Full-time
Job description
Job Description
Job Description
Financial Planner Assistant
Join Our Growing Team!
Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect opportunity for you!
Why You’ll Love Working With Us :
✅ Career Growth : Clear path for advancement to Associate Financial Advisor or Financial Advisor roles.
✅ Impactful Work : Play a key role in shaping clients’ financial futures through research, analysis, and strategy support.
✅ Learning & Development : Gain hands-on experience in financial planning, investments, and compliance.
Key Responsibilities :
Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.
Assist in portfolio management, including investment analysis and money movement execution.
Support new business processes by preparing and ensuring accurate paperwork.
Conduct research on financial products, strategies, and market trends.
Attend client meetings (note-taking and follow-up) to deepen industry knowledge.
Ensure compliance with firm policies and regulatory requirements.
What We’re Looking For :
- Education : Bachelor’s degree (Finance, Business, Economics, or related field preferred).
- Skills : Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.
- Licenses / Certs : CSC and LLQP strongly desirable
- Mindset : Self-starter who enjoys problem-solving, systems, and contributing to team success.
- Experience : Prior client service or financial industry experience
Compensation & Benefits :
Salary : 40,000–60,000 / year (commensurate with experience) + bonus potential .
Flexibility : Hybrid options after 6 months.
Professional Development : Support for certifications (e.g., CFP®, Series licenses).
Ready to Launch Your Career in Financial Planning?
If you’re eager to learn, grow, and make an impact, we’d love to hear from you! Apply today with your resume and a brief note on why you’re excited about this role.