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Investment Advisor Jobs in Ottawa

1 - 10 of 10
1 - 10 of 10
Search Results - Investment Advisor Jobs in Ottawa
Stonewood Group Inc.-Ottawa-appcast.io-
Join a leading advisory group as a High Net Worth Investment Advisor managing diverse client portfolios. This dynamic role focuses on delivering exceptional service while supporting clients' financial and retirement ambitions. Ideal for investment...
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Royal Bank of Canada-Ottawa-rbc.com-
administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities. What will you do?  •  Maintain existing client accounts from an account...
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Hunter Mercantile-Ottawa-
Client Concierge: Serving as the chief point of contact for HNW families.  •  Operational Integrity: Managing trades, KYC updates, and CIRO compliance with 100% accuracy.  •  Strategic Support: Preparing high-level presentations and managing the Sr. Advisor’s...
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The Mullings Group-Canada-
The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned Licensed Investment Advisor Assistant with deep experience in transactional capital markets to join a high-performing advisory team at a pivotal...
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Canadian Imperial Bank of Commerce-Ottawa-appcast.io-
Lead regulatory supervision efforts as a Senior Manager at CIBC. Oversee New Investment Advisors and ensure compliance in a team-oriented environment. As a Senior Manager, you will supervise and mentor Investment Advisors and Assistants...
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Mercor-Toronto, 345 km from Ottawa-
research lab. In this role, you'll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You'll play a central...
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Canadian Imperial Bank of Commerce-Ottawa-appcast.io-
Supervision -** Supervision of New Investment Advisors (RRs) or Assistants (IRs), Investment Advisors (RRs) or Assistants (IRs). You will also be required to oversee trading and account supervision for the Daily Commission Run Review, Universal...
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National Bank-Gatineau, 12 km from Ottawa-
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  •  Open and update client files  •  Coordinate advisors’ agendas...
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Manulife Wealth-Ottawa-
need an exceptional recruiter to help us scale that process in Toronto. About the Role Your primary focus will be headhunting, recruiting, and screening candidates for our Investment Advisor pipeline. This is not a standard corporate recruiting role...
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National Bank-Ottawa-
> Your team: National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.
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