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Independent Financial Advisor Jobs in City of Ottawa, Ontario

Independent Financial Advisor Jobs
By Greatway Financial Inc. At Ottawa, Ontario, Canada
Offer different types of Insurance Products and Investment Products/ Segregated Funds
Mortgage, Insurance, Real Estate, Investment, Corporate Training, Financial Education, Financial Planning, and Personal Development
Solve financial problem through assessing and designing a plan for individuals and families that best suit their needs
Can be done online or in-person
100% Business & Agency Ownership - You will keep your clients or sell your client list in the future
ssessing and designing a plan for individuals and families that best suit their needs
Financial Advisor - Eastern Ontario
By IG Wealth Management At Ottawa, Ontario, Canada
Offer exceptional income potential, where your earnings are reflective of your efforts.
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
Encourage independence and work-life synergy as you plan your schedule
Financial Management Advisor Jobs
By House of Commons of Canada Chambre des communes du Canada At Ottawa, Ontario, Canada
Significant and recent experience providing financial planning advice, guidance and interpretations to management;
Experience in Project Management and Change Management;
Experience in Standardization, Process Management and Continuous Improvement;
Experience using an Integrated Financial Systems (i.e., SAP, Oracle, Business World) to extract and interpret financial data;
Experience supervising junior financial officers;
Strong verbal and written communication skills when providing valuable insights, risk-based options and recommendations.
Sun Life Financial Advisor
By Sun Life At Ottawa, Ontario, Canada
Great peer-to-peer networking, educational and training opportunities
Access to group savings, stock ownership program and benefits plans
Business development and prospecting skills
Be in charge of your own business and income opportunities
Dedicated leadership support and head office specialists
Industry leading technology and business services
Financial Advisor- En Jobs
By Desjardins At Ottawa, Ontario, Canada
Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction
A minimum of four years of relevant experience
Accident Benefits and Sickness License (an asset)
Develop and maintain personalized business relationships with clients in your field
Work with a clientele with diversified needs, representing a significant development potential for your sector
Provide advice and support to current and potential clients
Financial Services Advisor - Full Time
By Meridian Credit Union At Brampton, Ontario, Canada

Who we are: Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life! Thriving communities are essential to the individual well-being of our Members and ...

Financial Advisor Jobs
By Experior Financial Group At Brampton, Ontario, Canada
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
You maintain a clean and professional appearance.
Need to have an LLQP license.
This is a licensed role, but unlicensed candidates are welcome- Training and discounts towards licensing available.
Future Opportunities- Financial Advisor- Tilsonburg
By Scotiabank At LaSalle, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships and deliver excellence customer service
Sun Life Financial Advisor
By Sun Life At Pickering, Ontario, Canada
Great peer-to-peer networking, educational and training opportunities
Access to group savings, stock ownership program and benefits plans
Business development and prospecting skills
Be in charge of your own business and income opportunities
Dedicated leadership support and head office specialists
Industry leading technology and business services
Sun Life Financial Advisor
By Sun Life At London, Ontario, Canada
Great peer-to-peer networking, educational and training opportunities
Access to group savings, stock ownership program and benefits plans
Business development and prospecting skills
Be in charge of your own business and income opportunities
Dedicated leadership support and head office specialists
Industry leading technology and business services
Financial Advisor - Southwestern Ontario
By IG Wealth Management At Hamilton, Ontario, Canada
Offer exceptional income potential, where your earnings are reflective of your efforts.
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
Encourage independence and work-life synergy as you plan your schedule
Financial Advisor Jobs
By Advisory Money Strategies Inc. At Mississauga, Ontario, Canada

Introducing our Financial Advisor Extraordinaire! Are you lost in a financial maze, struggling to navigate through the complexities of money management? Look no further! Our exceptional team of ...

Associate Financial Advisor Jobs
By CIBC At Grand Falls-Windsor, Newfoundland and Labrador, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Future Opportunities- Financial Advisor- Exeter
By Scotiabank At Exeter, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships and deliver excellence customer service
Ca Financial Advisor - Markham, On
By Edward Jones At Markham, Ontario, Canada
Minimum 3 years of Sales, Business Development or Client Acquisition experience.
Prior Financial Advisory or Investment sales experience is a plus.
Ambition, self-motivation and commitment to establishing long-term client relationships.
Completion of licensing courses is a plus.
Firm-Provided Branch and Office Administrator:
Ca Financial Advisor - Brampton, On
By Edward Jones At Brampton, Ontario, Canada
Minimum 3 years of Sales, Business Development or Client Acquisition experience.
Prior Financial Advisory or Investment sales experience is a plus.
Ambition, self-motivation and commitment to establishing long-term client relationships.
Completion of licensing courses is a plus.
Firm-Provided Branch and Office Administrator:
Financial Advisor - Southwestern Ontario
By IG Wealth Management At St. Catharines, Ontario, Canada
Offer exceptional income potential, where your earnings are reflective of your efforts.
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
Encourage independence and work-life synergy as you plan your schedule
Financial Advisor Admin Assistant
By Raymond James Ltd. At Markham, Ontario, Canada
Experience in business development and social media management
Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
1-3 years of previous experience in a similar role
Excellent communication skills, both written and verbal
Senior Financial Advisor - Sault Ste. Marie
By Scotiabank At Sault Ste. Marie, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor Jobs
By Altis Recruitment At Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada
Advise on a suite of product offerings such as investments, retirement planning, cash flow management, tax planning and estate planning.
Achieve business sales results through sales and market management, the implementation of strategic priorities and the development of business plans.
7 years of direct investment sales experience
Excellent problem solving, interpersonal and communication skills; organized with time and solid presentation skills
Group health benefits from 1st day of employment (all premiums paid by the company except LTD premium)
Develop internal and external networks to capitalize on business opportunities and referrals.