Financial advisor - Ottawa
ALTI Financial Inc. Ottawa
Overview
Languages
English
Education- Bachelor's degree
- Economics, general
- Business/commerce, general
- Finance, general
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting- Financial services industry
Responsibilities
Tasks- Advise on trust account investments
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Assist in the planning and execution of financial statement audits
Additional information
Work conditions and physical capabilities- Fast-paced environment
- Work under pressure
- Attention to detail
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
Benefits
Other benefits- Paid time off (volunteering or personal days)
- Parking available
Banque Laurentienne du CanadaGatineau, 12 km from Ottawa
Overview
Languages
Bilingual
Education
• Bachelor's degree
• Economics, general
• Finance, general
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely....
Royal Bank of CanadaOttawa
Job Summary
Job Description
What is the opportunity?
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You...
TY PEAK TAX SERVICES INC.Ottawa
memberships, and courses
• Canadian Securities Course (CSC)
Experience and specialization
Computer and technology knowledge
• MS Office
Area of specialization
• Financial planning
• Financial examination
• Financial investigation...