Lead Servicing Financial Planner – Private Wealth - Ottawa

Desjardins Private Wealth Management offers a comprehensive advisory service based on a personalized approach to discretionary portfolio management and tax and trust services. · ...

As a Desjardins Private Wealth Management Client Advisor, you contribute to managing, prospecting, soliciting, developing and maintaining business relationships with members and clients. · ...

Seeking an experienced Lead Servicing Financial Planner to own an existing book of clients in Ottawa. · ...

+This is a pure planning and relationship management role for a professional who wants to escape quotas and focus entirely on client success. · ++Own the Relationship: Act as the primary point of contact for an assigned book of households, conducting regular reviews and deep-dive ...

As a Desjardins Private Wealth Management Client Advisor, you contribute to managing business relationships with members and clients. You communicate with clients and are responsible for administrative tasks related to transactions. · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. · ...

This is a co-op/intern student opportunity at BMO to gain skills and knowledge needed to take on roles similar to the description listed below. · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard and make a difference. · ...

+ This is a 4-month co-op/intern position as an administrative assistant in the Private Wealth department at BMO Financial Group. The role will provide general office support services and clerical tasks to support one or more business groups and facilitate group operations. · +<u ...

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · ...

We're building a relationship-oriented bank for the modern world. · We need talented professionals who are dedicated to doing what's right for our clients. · At CIBC, we empower our team members to make a meaningful impact. ...

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. · Support the financial planning needs of an Advisor's clients through the process of deep discovery and creati ...

Requisition ID: 252792 · ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow ...

Requisition ID: 246314 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client ...

Job Description · What is the opportunity? · RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, you'll join a team of diverse, highly accredited and experienced lawyers, accountants and ...

We're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. · You'll play a critical role in driving growth through trusted, long-term investor relationships. · ...

· Ready to take your success to the next level—with a firm that shares your drive? At Skyline, we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more tha ...

Portfolio Manager / Associate Portfolio Manager · Location: Ottawa, ON (In-Office) · Our client, a highly respected Canadian firm specializing in investment management and multi-family office services, is seeking a Portfolio Manager or Associate Portfolio Manager (dependent on re ...

Requisition ID: · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of t ...