Financial Advisor Jobs in Ottawa
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Search Results - Financial Advisor Jobs in Ottawa
Co-operators-Ottawa
Conseiller en sécurité financière
Entreprise: CGIC/Coopérateurs
Département: Ventes au détail
Type d'emploi: Régulier à temps plein
Langue: Ce rôle fonctionne en anglais
Grade d'emploi: 0 - Non applicable
L’opportunité :
Nous sommes une...
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OPAL Corporate Connections-Ottawa
Conseiller les clients sur les meilleures stratégies et déterminer avec eux les résultats visés.
• Responsable de la relation d’affaires, évaluer la satisfaction des membres et clients et la qualité du service, assurer les suivis et recommander les...
Canadian Imperial Bank of Commerce-Ottawa
with Financial Advisors tohelp high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities.You'll...
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Capital Markets Advisors LLC-Ottawa
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS
Capital...
OPAL Corporate Connections-Ottawa
Conseiller les clients sur les meilleures stratégies et déterminer avec eux les résultats visés.
• Responsable de la relation d’affaires, évaluer la satisfaction des membres et clients et la qualité du service, assurer les suivis et recommander les...
Capital Markets Advisors LLC-Ottawa
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS
Capital...
Capital Markets Advisors LLC-Canada
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS
Capital...
Royal City Recruitment-Ottawa
About our Client:
Our client is seeking a dedicated Financial Services Representative specializing in Life Insurance to join their dynamic team. This is a fantastic opportunity for a passionate advisor who is well-versed in a range of Life...
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Capital Markets Advisors LLC-Canada
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS
Capital...
Beyond Bilingual Inc.-Ottawa
triage through to successful policy onboarding and tax receipting. You will serve as the key point of contact for both donors and their financial advisors, ensuring that each policy donation is thoroughly assessed, efficiently managed, and successfully...
Capital Markets Advisors LLC-Canada
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS
Capital...
Coben Wealth-Ottawa
engagement and conversion
• Business Building : Scale the business for significant growth over the next 12 – 18 months and beyond
• Referral Networks : Develop and expand strategic referral networks, focusing on professionals such as financial advisors...
Capital Markets Advisors LLC-Canada
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS
Capital...
Desjardins Group-Ottawa
and Exchange Traded Funds (ETFs) to meet the evolving needs of independent financial advisors across all intermediary networks.
• Develop and maintain strong, trust-based relationships with both existing and prospective advisors, with a focus on those...
Scotiabank-Ottawa
and their interpersonal skills to increase sales and retain assets.
• Arrange one-on-one, group and/or branch meetings with financial advisors to promote company products and services (20 meetings a week);
• Assign daily tasks to the ISR and the SA for follow-up...
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