Student Wealth Associate - Ottawa

We are seeking a Wealth Associate to join our team at National Bank Financial in Ottawa. As a Wealth Associate, you will work in synergy with clients and colleagues to provide exceptional customer service. · ...

+ Job summary: We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · + Qualifications: You are in your 3rd or 4th year at the University of Ottawa in the Telfer Schoo ...

We're looking for a Student Wealth Associate to join our team. This role is perfect for students who are passionate about building relationships and providing exceptional client service. · Client engagement - Connect on a personal level to make every interaction meaningful. · Rel ...

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 ...

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. ...

We're hiring an Associate Advisor/Associate Portfolio Manager to join our boutique discretionary practice in Ottawa-Gatineau. · portfolio construction · HNW client advisory · financial planning integration · ...

Job Description · What is the Opportunity? · RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to he ...

+Make an impact with our Family Office Services team as a Senior Associate+ · +Devising building out and presenting financial planning strategies analysis for high net worth ultra-high net worth families business owners professionals+Preparation presentation of financial plans st ...

The Compliance Officer contributes to the overall success of the Canada Wealth Distribution Compliance Team in Canada. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures. · Champion a customer-focused culture to deepen ...

The Role: · As a Financial Associate, you will work directly with individuals, families, and business owners to provide insurance and investment solutions. This is a client-facing opportunity within a brokerage environment — not a back-office finance position. · You will educate ...

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 ...

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

The Trade Representative will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone and chat inquiries. · ...

Requisition ID: 252628 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and ...

Requisition ID: 251971 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About The Role · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our cus ...

This position is the face of Scotiabank's branches and prioritizes customer service. · Taking a proactive approach to discovering customer needs and listening to understand what they are asking forProcessing day-to-day transactionsNurturing rich, long-standing relationships with ...

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. · ...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About The Role · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, · Nurturing ...

· 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 ...

About Doherty & Associates · Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects o ...