Kanata, On Client advisor, affinity programs Jobs – 107 Openings This Week

Bilingual Investment Planning Advisor
VP Realty —Ottawa, ON
- $100,000–$120,000 a year
- Full-time
- Hybrid work
- Bilingual
- Up to 50% travel
- Salesforce
- Dental care
- Paid time off
Quick apply
2d
Expert Banking Advisor
Royal Bank of Canada —Gatineau, QC
- Full-time
- Bilingual
- Sales
- English
Rituals Artisan - Full Time
Nordik Spa Village —Chelsea, QC
- Full-time
- Bilingual
- English
Quick apply
Senior Accountant, Tax
MNP —Ottawa, ON
- $68,800–$90,000 a year
- Hybrid work
- Finance
- Bachelor's
- Accounting
Red Bull Student Marketeer - Carleton University
Red Bull —Ottawa, ON
- $19.10 an hour
- Part-time
- Sales
- English
- Communication skills
Quick apply
Relationship Manager, Business Markets
Royal Bank of Canada —Ottawa, ON
- Full-time
- Business development
- Organizational skills
- Business
4d
Sr. Financial Advisor CIRO-MFD (Urban)
CIBC —Ottawa, ON
- Full-time
Red Bull Student Marketeer - University of Ottawa
Red Bull —Ottawa, ON
- $19.10 an hour
- Part-time
- Sales
- English
- Communication skills
Quick apply
Manager – Tax
Welch LLP —Ottawa, ON
- $100,000–$110,000 a year
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Senior Assurance Solutions Architect, AWS Security Assurance Services
Amazon Web Services Canada, Inc. —Ottawa, ON
- $146,000–$211,600 a year
- Full-time
- Bar
- ERP systems
- Databases
- Profit sharing
- Dental care
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
Part-time Technologist
Algonquin College —Ottawa, ON
- $40.62–$47.06 an hour
- Part-time
- Hybrid work
- Laboratory experience
- Organizational skills
- Classroom experience
- Dental care
- Tuition reimbursement
6d
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
7d
Financial Planner, Scotia Financial Planning - Ottawa, ON
Scotiabank —Ottawa, ON
- Sales
- Travel
Advisor, Securities
Desjardins —Gatineau, QC
- Full-time
2d
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

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client advisor, affinity programs jobs near kanata, on

Bilingual Investment Planning Advisor

VP Realty
Ottawa, ON

Quick apply

Job details

Full-time
$100,000–$120,000 a year
2 days ago

Qualifications

Bilingual
French
Investment
Salesforce
CFP
Presentation skills
Morningstar
Financial services
CSC
Communication skills

Full job description

Our organization is seeking a dynamic Investment Planning Advisor to provide high-quality financial planning services to the dental community in Ottawa, Ontario. This role focuses on strengthening client relationships, expanding market share and delivering expert financial guidance through personalized planning. The ideal candidate is a self-motivated professional with a strong investment background, exceptional communication skills and a commitment to client success. This position represents a current, existing vacancy within the organization.

In addition to base salary, this role is eligible for comprehensive benefits and performance-based bonuses.

Key Responsibilities:

Manage a dedicated book of business, acquire new clients and increase market share by offering tailored financial planning solutions.
Conduct regular account reviews, provide in-depth investment recommendations and create financial plans using advanced planning software.
Maintain proactive contact through meetings, phone calls and correspondence to keep clients informed and aligned with their financial goals.
Industry Representation: Attend conventions, stakeholder meetings and partner events to promote organization’s services within the dental community.
Stay current on investment products, competitor offerings and industry regulations to provide informed recommendations and comparisons.
Adhere to compliance standards, ensure proper documentation handling and maintain confidentiality of client records.
Keep licenses in good standing by maintaining CE credits and staying up to date on financial planning best practices.

Qualifications & Skills:

Certified Financial Planner (CFP) designation required.
Full LLQP license preferred (or must be obtained within two months of hire).
Completion of the Canadian Investment Fund Course or Canadian Securities Course.
Extensive knowledge of investment products and financial planning strategies.
Familiarity with life insurance products, including Universal Life and Whole Life strategies.
Strong experience with software applications including: Morningstar, NaviPlan and Salesforce (CRM helping businesses connect with customers and manage their
relationships)
Minimum 10 years of experience in financial services.
Exceptional communication, presentation and relationship-building skills.
Ability to work independently while also collaborating with internal staff.

Must be based in Ottawa, Ontario.

Recruitment Process Update:

The organization does not use artificial intelligence or automated decision-making tools to screen or select candidates for this role.

Job Type: Full-time

Pay: $100,000.00-$120,000.00 per year

Benefits:

Dental care
Extended health care
Paid time off
RRSP match
Vision care

Experience:

Investment planning: 8 years (preferred)

Language:

French (preferred)

Licence/Certification:

CFP (required)

Willingness to travel:

50% (preferred)

Work Location: Hybrid remote in Ottawa, ON

Quick apply

Refine Your Search

client advisor, affinity programs jobs in kanata, on

Bilingual Investment Planning Advisor

Expert Banking Advisor

Rituals Artisan - Full Time

Senior Accountant, Tax

Red Bull Student Marketeer - Carleton University

Relationship Manager, Business Markets

Sr. Financial Advisor CIRO-MFD (Urban)

Red Bull Student Marketeer - University of Ottawa

Manager – Tax

Senior Assurance Solutions Architect, AWS Security Assurance Services

Manager-Tax

Manager, Tax

Part-time Technologist

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

Financial Planner, Scotia Financial Planning - Ottawa, ON

Advisor, Securities

Part-time Professor - General Carpentry Apprenticeship

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