Vice President, Wealth Management - Ottawa

As a wealth management advisor you're responsible for developing lasting business relationships with members and clients. You listen to their needs offer advice on financial situation help them choose solutions meet financial goals. · ...

Wealth Management Advisor: Provides financial advice to clients on investment options. · Bachelor's degree in a related fieldA minimum of three years of relevant experienceMutual fund representative certificate from the Ontario Securities Commission,valid_job ...

À titre de conseiller(-ère) en gestion de patrimoine au Service Signature Ontario, vous assumez la prise en charge, la sollicitation, le développement et le maintien de la relation d'affaires auprès de la clientèle aisée. · ...

Wealth management advisor responsible for developing lasting relationships with members and clients to ensure their satisfaction. · ResponsibilitiesListen to members' and clients' needs · Offer advice that fits their financial situation · Help them choose appropriate solutions to ...

This is a wealth management advisor role that involves developing and maintaining relationships with members and clients to provide financial advice and solutions. · ...

À titre de conseiller(-ère) en gestion de patrimoine au Service Signature Ontario, vous assumez la prise en charge, la sollicitation, le développement et le maintien de la relation d'affaires auprès de la clientèle aisée en Service Signature. · Assurer le développement de nouvell ...

The Vice President, Wealth Management will lead the advisory team, product evolution, and digital modernization. This executive oversees nationwide distribution of a multidisciplinary range of financial services including insurance, investments, financial planning, credit counsel ...

We are seeking a Business Development Manager to drive our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads. · ...

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

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

You will play a pivotal role in driving our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads. · ...

As a wealth management advisor at Signature Service Ontario you serve solicit develop and maintain business relationships with affluent members clients providing tailored advice solutions to help them reach financial personal goals. · ...

+ À titre de conseiller(-ère) en gestion de patrimoine au Service Signature Ontario, vous assumez la prise en charge et le développement des relations d'affaires auprès des clients aisés. · + Baccalauréat dans une discipline appropriée · Un minimum de cinq ans d'expérience pertin ...

We're looking for driven individuals who want to make a real difference, · helping people plan for life's most important moments.This role will focus on the expansion of ClearEstate's distribution through wealth and insurance advisors · ...

We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center. · This is your opportunity to build a ca ...

As a Branch Operations Assistant you will provide operations and administrative support to the Branch Management Team and the Advisor teams. · ...

We're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. · ...

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 ...

We are seeking a Senior Financial Planner to support our Advisor team in delivering Total Wealth Planning to clients. · ...