Kanata, On Client advisor, affinity programs Jobs – 104 Openings This Week

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Sales
Manager – Tax
Welch LLP —Ottawa, ON
- $100,000–$110,000 a year
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Manager-Tax
Welch LLP —Ottawa, ON
- $100,000–$120,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Quick apply
Manager, Tax
MNP —Ottawa, ON
- $90,000–$115,000 a year
- Hybrid work
- Quality Control
- Accounting
- Leadership
Information Security and Privacy (ISP) Student - CSEP (Available Only to Current, Domesitc Algonquin Students)
Algonquin College —Ottawa, ON
- $17.60–$27.00 an hour
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Writing skills
- Finance
- Dental care
- Tuition reimbursement
10d
Real Property Analyst - Parliamentary Portfolio
Public Services and Procurement Canada —Ottawa, ON
- $70,338–$115,404 a year
- Overtime
- Bilingual
1d
Advisor, Securities
Desjardins —Gatineau, QC
- Full-time
6d
Financial Planner, Scotia Financial Planning - Ottawa, ON
Scotiabank —Ottawa, ON
- Sales
- Travel
Family Medicine Hospitalist (Vacant)
Department of Medicine —Ottawa, ON
- Part-time
- Bilingual
- Medicine
- English
Manager, Creative Technology Services
Algonquin College —Ottawa, ON
- $88,985–$111,230 a year
- Full-time
- Hybrid work
- Analysis skills
- Supervising experience
- Communication skills
- Dental care
- Tuition reimbursement
17h
Wealth Management Advisor
Desjardins —Gatineau, QC
- Full-time
- Hybrid work
- Bachelor's
3d
Part-time Professor - General Carpentry Apprenticeship
Algonquin College —Ottawa, ON
- $80.63–$139.88 an hour
- Part-time
- Hybrid work
- Carpentry
- Teaching
- Dental care
- Tuition reimbursement
Part time Professor, Construction Trades and Building Systems - Welding
Algonquin College —Ottawa, ON
- $80.63–$139.88 an hour
- Part-time
- Hybrid work
- Welding
- Teaching
- Dental care
- Tuition reimbursement
11h

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Insurance Advisor (Office Only - LLQP Required) Leads Available
Alliance Income Services Corp —Aurora, ON
Develop and manage customer relationships and serve as a resource to customers and potential customers on all Alliance Income Insurance Products.
$60,000–$85,000 a year
Quick apply
4h
Licensed Insurance Advisor (LLQP)
Optima Communications International Inc. —Whitby, ON
You have a Life and A&S Insurance license. Optima has over 30 years of experience providing insurance products and services to customers of Canada’s leading…
Quick apply
7d

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client advisor, affinity programs jobs near kanata, on

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch

Scotiabank -
Ottawa, ON

Apply Now

Job details

Qualifications

Investment
Sales
CFP

Full job description

Requisition ID: 252519

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
A supportive work environment that promotes work-life balance.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply Now

Refine Your Search

client advisor, affinity programs jobs in kanata, on

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch

Manager – Tax

Manager-Tax

Manager, Tax

Information Security and Privacy (ISP) Student - CSEP (Available Only to Current, Domesitc Algonquin Students)

Real Property Analyst - Parliamentary Portfolio

Advisor, Securities

Financial Planner, Scotia Financial Planning - Ottawa, ON

Family Medicine Hospitalist (Vacant)

Manager, Creative Technology Services

Wealth Management Advisor

Part-time Professor - General Carpentry Apprenticeship

Part time Professor, Construction Trades and Building Systems - Welding

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