Advisor, Funding - Ottawa

The Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in the Investment Division platform. · ...

+Job summary · This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services environment.Responsibilities · Act as the first point of contact for client inquiries and service ...

This role assists clients in achieving their financial goals through tailored financial planning and retirement planning. ...

The Association of Métis Capital Corporations is seeking a highly motivated and skilled Advisor, Policy and Operations to work closely with the Executive Director on coordination, governance, and technical initiatives that support AMCC's member capital corporations. · This role i ...

PenderFund Capital Management Ltd is an independent investment firm seeking a Regional Sales Manager based in Ottawa to work with our Retail Sales team. · ...

The Advisor Assistant will provide day-to-day support services to the Wealth Management sales force in the Investment Division platform. · Responsibilities include assisting in the preparation of client meetings and transactions documentation, · participating in campaigns or spec ...

Create your own path to success at Desjardins Financial Security Independent Network (DFSIN) where you can choose your market focus and products to offer. · Entrepreneurial and self-motivated · Professional and service-oriented · Committed to quality and lifelong learning · ...

This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Ottawa Communities. · ...

The Advisor Assistant will provide day-to-day support services to the Wealth Management sales force in the Investment Division platform. · ...

+ Lead MSF's Humanitarian Diplomacy, Advocacy, and Representation in Canada: · Nurtures and leads engagement with a network of value to MSF operations & MSF Canada leadership, · + Provides a strong day-to-day leadership presence on humanitarian issues management, · + Directly man ...

We strongly believe that happiness at work comes from the right fit: the right role, the right organization, the right leadership, and an environment where people are at the heart of everything. Our mission? To guide talent toward environments where they can thrive both professio ...

We're looking for an Investment Analyst who will join as a key member of the group retirement team. · Utilize Morningstar Direct and Excel to prepare quarterly and annual investment review reports · Analyze fund performance, risk metrics, and benchmark comparisons · ...

This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services environment.Act as the first point of contact for client inquiries and service requests · Support advisors with ...

We're more than just a workplace; we're a proud community dedicated to supporting Canadian Armed Forces members,veteransand their families in their daily lives. · ...

We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. · This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in ...

We're more than just a workplace; we're a proud community dedicated to supporting Canadian Armed Forces members,veteransand their families in their daily lives. · At Canadian Forces Morale and Welfare Services (CFMWS),we carefully curate and provide programsandservice designedto ...

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. · ...

Join a purpose driven winning team in an inclusive high-performing culture at Scotiabank where employees build their futures. · Taking a proactive approach to discovering customer needs listening to understand what they are asking for. · Educating customers providing relevant ins ...

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. · ...

Le conseiller sénior · e , Partenariats stratégiques , responsable national · e de secteurs , a pour mandat de diriger la stratégie de Mitacs en matière de secteurs nationaux et sa mise en œuvre pour les secteurs qui lui sont attribués . La personne retenue doit notamment définir ...