Financial Investment Advisor Jobs in Ottawa
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Search Results - Financial Investment Advisor Jobs in Ottawa
The Presbyterian Church in Canada-Ottawa
on the Investment Advisory Committee of the Trustee Board; serves on various national church boards, committees and ecumenical bodies as the position or assignment warrants; performs such other tasks as may be assigned by the General Assembly or the Assembly Council...
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Harbourfront Wealth Management-Ottawa
program;
• Conducting close supervision of new registrants;
• Participating in internal branch audits as well as external regulatory audits;
• Supporting all staff, including Investment Advisors and Portfolio Manager with compliance inquiries;
• Providing...
TD Bank-Ottawa
dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities.
CUSTOMER
• Prepare documentation and provide updates to IA(s)...
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Harbourfront Wealth Management-Ottawa
Conducting close supervision of new registrants;
• Participating in internal branch audits as well as external regulatory audits;
• Supporting all staff, including Investment Advisors and Portfolio Manager with compliance inquiries;
• Providing ongoing...
Accoravillage-Ottawa
Account, available from authorized investment advisors through the FundServ network.
Equitable Bank is a growing Canadian financial services business and a wholly owned subsidiary of Equitable Group. It was founded in 1970 as The Equitable Trust Company...
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Stonewood Group Inc.-Ottawa
with corporate banks to secure financing for acquisition and growth plans, as required.
Liaises with banks and investment advisors to raise equity capital and debt.
Leads the development of management reporting tools, including plans, budgets, reports...
Investment Management Corporation of Ontario-Ottawa
in Finance, Economics or a related discipline.
• 10+ years’ of relevant experience within institutional asset management or other relevant field.
• Demonstrated experience within institutional client-facing roles or investment consulting/advisory...
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The Presbyterian Church in Canada-Ottawa
on the Investment Advisory Committee of the Trustee Board; serves on various national church boards, committees and ecumenical bodies as the position or assignment warrants; performs such other tasks as may be assigned by the General Assembly or the Assembly Council...
National Bank-Saint-Guillaume, 236 km from Ottawa
appointments, and prepare clients meetings
Ensure adherence to compliance and risk management rules
Your team:
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who...
National Bank-Saint-Martin, 398 km from Ottawa
collaborators)
Provide superior customer service in person, on the phone, and by email
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Diligently carry out transactions related to investment accounts...
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