Investment Advisor Jobs in Ottawa
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Search Results - Investment Advisor Jobs in Ottawa
Royal Bank of Canada-Ottawa
Job Summary
Job Description
Grow your business, your way – with RBC
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own...
rbc.com -
The Segal Group, Inc-Ottawa
Job Description - SVP, Senior Consultant (CAN0000000Z)
The Opportunity:
We are seeking an investment advisor to join our investment consulting team and play a leading role in the build of our investment consulting practice. The successful...
appcast.io -
RBC-Ottawa
of contact, you 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...
jobillico.com -
Banque Nationale du Canada-Ottawa
a positive, long-term impact on our clients.
• Support investment advisors in providing superior customer service and be available to meet client requests.
• Carry out routine operations related to financial transactions (e.g., purchases and sales...
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Royal Bank of Canada-Ottawa
of contact, you 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...
rbc.com -
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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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...
Banque Nationale du Canada-Ottawa
requests from investment advisors to ensure appropriate types and levels of coverage, including making recommendations and ensuring follow-up.
Your role
• Managing back-office insurance requests such as agent changes, customer service management...
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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...
Purpose LP-Ottawa
segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is Advisor Solutions by Purpose?
Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial...
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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...
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Centurion Asset Management Inc.-Ottawa
positive relationships with Investment Advisors, Dealers, Head Offices and key stakeholders to expand product distribution throughout the assigned wholesale channel. Provide contact follow-up for wholesale sales events.
2. Dealer and Advisor Relations...
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Aviso Wealth-Ottawa
1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition...
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Aviso Wealth-Ottawa
building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio...
appcast.io -
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