Financial advisors job offers in ottawa, on
1-25 of 136 jobs
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Licensed Assistant - CSC/CPH
Collabera Ottawa, ON
The Opportunity The licensed assistant plays a key role in supporting our corporate advisors by handling administrative tasks, client service, and account...
5 days ago in JobgoalReport -
Product Manager/Financial Planning Specialist (CFP/QAFP...
new Planworth Ottawa, ON +24 locations
...Canadian-recognized financial planning designation (CFP®, QAFP™, PFP, or F. Pl). Minimum 2–5 years of experience in personal financial planning, paraplanning,
1 day ago in Talent.comReport -
Product Manager/Financial Planning Specialist (CFP/QAFP)
new Planworth Ottawa, ON +102 locations
...Canadian-recognized financial planning designation (CFP®, QAFP™, PFP, or F. Pl). Minimum 2–5 years of experience in personal financial planning, paraplanning,
1 day ago in Talent.comReport -
Product Manager/Financial Planning Specialist (CFP/QAFP...
new Planworth Ottawa, ON +102 locations
...Canadian-recognized financial planning designation (CFP®, QAFP™, PFP, or F. Pl). Minimum 2–5 years of experience in personal financial planning, paraplanning,
1 day ago in Talent.comReport -
Associate (On-Site)
new National Bank Ottawa, ON
...National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors...
20 h 54 minutes ago in Talent.comReport -
Financial Planner Assistant
new DESJARDINS FINANCIAL SECURITY INDEPENDENT NETWORK Ottawa, ON
Job Description Financial Planner Assistant Join Our Growing Team! Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive...
1 day ago in JobleadsReport -
Sun life financial advisor
Sun Life Financial Ottawa, ON +18 locations
SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Ottawa, Ontario time type Full time posted on Posted 30 Days Ago job...
3 days ago in whatjobsReport -
Senior Accountant
new Arcora Ottawa, ON +93 locations
...Why Join Arcora You’ll own the core accounting engine, support strategic financial workflows and contribute to modernizing tools and processes. Senior
9 h 27 minutes ago in Talent.comReport -
Managing Director/Senior Consultant - Aligned Labs
new Aligned Labs Ottawa, ON +102 locations
...Advisors with experience in technical, economic, policy, or risk-driven engagements (STEM-heavy transformations, regulatory strategy, AI governance...
1 day ago in Talent.comReport -
Managing Director/Senior Consultant - ottawa
new Aligned Labs Ottawa, ON +1 Location
...Advisors with experience in technical, economic, policy, or risk-driven engagements (STEM-heavy transformations, regulatory strategy, AI governance...
1 day ago in Talent.comReport -
Managing Director/Senior Consultant
new Aligned Labs Ottawa, ON +102 locations
...Advisors with experience in technical, economic, policy, or risk-driven engagements (STEM-heavy transformations, regulatory strategy, AI governance...
1 day ago in Talent.comReport -
ScotiaMcLeod Financial Planner - Ottawa
Scotiabank Ottawa, ON
...within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors...
6 days ago in JobleadsReport -
Senior Corporate Tax Manager
beBeeTax Ottawa, ON
...files for year-end financial statement and tax return preparation End of year closing entries, portfolio reconciliations, and financial statements preparation
2 days ago in JobrapidoReport -
Financial Planning Assistant - Hybrid Growth Path
new DESJARDINS FINANCIAL SECURITY INDEPENDENT NETWORK Ottawa, ON
A financial planning firm in Ottawa is seeking a detail-oriented Financial Planner Assistant to support their lead advisors. Responsibilities include...
1 day ago in JobleadsReport -
Hybrid Wealth Management Associate: Client Support & Prep
National Bank Ottawa, ON
A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by...
4 days ago in JobleadsReport -
Client Service Associate – Wealth Advisory Support
new Bank of Montreal Ottawa, ON
A leading financial institution is seeking a Client Service Associate in Ottawa, Ontario. This role requires managing client relationships and supporting...
1 day ago in JobleadsReport -
Associate
National Bank Ottawa, ON
...Management National Bank of Canada invites you to apply for the Associate role in our Wealth Management team. Overview The Associate supports wealth advisors...
3 days ago in whatjobsReport -
Wealth Management Assistant - Client Support & Compliance
Alterna Savings Ottawa, ON
A leading financial institution in Ottawa is seeking an Advisor Assistant to support the Wealth Management sales team. The role involves onboarding new...
2 days ago in JobleadsReport -
Associate (on-site)
new National Bank Ottawa, ON
...National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors...
1 day ago in TideriReport -
Associate
National Bank Ottawa, ON
...Management National Bank of Canada invites you to apply for the Associate role in our Wealth Management team. Overview The Associate supports wealth advisors...
4 days ago in JobleadsReport -
Senior Wealth Advisor: Practice Transition & Retirement
new Stonewood Group Ottawa, ON
An established advisory group seeks to expand by acquiring investment portfolios worth at least nine figures. This opportunity is perfect for advisors...
1 day ago in JobleadsReport -
Tax Lead: In-House CFO for Clients
Vaco by Highspring Ottawa, ON
A professional services firm in Ottawa is seeking a Tax Lead to manage external advisors and oversee taxation for corporate and personal clients. You'll be...
5 days ago in JobleadsReport -
Loan Consultant
new Fairstone Ottawa, ON +5 locations
WHO WE AREFairstone Financial is a leading Canadian provider of responsible lending solutions. We offer personal loans and retail financing at the point of...
1 day ago in whatjobsReport -
Licensed Assistant II
new Robertson & Company Ottawa, ON
...to HaveExperience with CRM systems (Salesforce preferred) Exposure to Power BI or reporting toolsKnowledge of financial terminology and investment conceptst
1 day ago in whatjobsReport -
Tax Lead
new Vaco by Highspring Ottawa, ON
...salary, with benefits About the Opportunity. Acting as the in-house CFO for clients, you will be responsible for managing a team of external advisors...
1 day ago in LifeworQReport
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