Investment Advisor Jobs in Ottawa
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Search Results - Investment Advisor Jobs in Ottawa
Scotiabank-Ottawa
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of the Managed Portfolio Program / Investment & Advisory Solutions / Scotia Wealth Management...
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Royal Bank of Canada-Ottawa
will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.
What...
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Alterna Sa-Ottawa
book of business as measured by retention statistics and new sales growth goals
• Increase in portfolio value and member profitability
• Referrals to Investment Advisors for complex investment portfolios
QUALIFICATIONS
Education / Certification...
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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...
Aviso Wealth Inc-Ottawa
and financial advisors call us for questions, help and support for our products. Reporting to the Manager, Online Trading, the Bilingual Investment Representative is responsible for ensuring our customers receive exceptional service from knowledgeable...
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Investment Management Corporation of Ontario-Ottawa
relationships and ensure superior client service and engagement. Accountable to the end-to-end client experience across all IMCO services and capabilities.
• Develop and maintain a solid understanding of IMCO's range of investment advisory, investment...
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