Ottawa, On Client portfolio Jobs – 376 Openings This Week

Associate Financial Advisor
The Co-operators —Nepean, ON
- $56,000–$90,000 a year
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- Finance
- Disability insurance
- Dental care
Quick apply
Commercial Leasing Coordinator
Hamilton Recruiting - Confidential —Ottawa, ON
- $55,000–$75,000 a year
- Full-time
- Bachelor's
- In-person
- Negotiation
- Dental care
- Paid time off
Quick apply
Account Executive (Federal Government & Public Sector)
Canon Canada —Ottawa, ON
- $123,879–$129,879 a year
- Hybrid work
- Salesforce
- Business development
- Analysis skills
- Profit sharing
- Dental care
14d
Sales Representative - Ottawa/Northern Ontario
Manchester Pet Supplies —Ottawa, ON
- From $65,000 a year
- Full-time
- Bilingual
- CRM software
- Microsoft Outlook
- Store discount
- Dental care
Quick apply
Insurance Broker - Personal Lines Account Manager
Bevan Insurance —Ontario
- $50,000–$67,500 a year
- Full-time
- Remote
- In-person
- Communication skills
- Time management
- Dental care
- Paid time off
Quick apply
Licensed Assistant
Stone Gables Investment —Ottawa, ON
- From $68,500 a year
- Full-time
- Microsoft Outlook
- Research
- Finance
- Disability insurance
- Dental care
Quick apply
7d
Kitchen Designer
Deslaurier Custom Cabinets —Ottawa, ON
- Full-time
- Hybrid work
- Bilingual
- Customer service
- Presentation skills
- Dental care
- Paid time off
Quick apply
Fractional Controller
OTUS Nonprofit CFOs —Ottawa, ON
- $70,000–$90,000 a year
- Part-time
- Hybrid work
- Microsoft Office
- Team management
- Mentoring
- Paid time off
- Work from home
Quick apply
10d
Commercial and Fleet Sales Manager
CAPITAL DODGE JEEP CHRYSLER FIAT —Kanata, ON
- $60,000–$150,000 a year
- 8 hour shift
- Sales
- Customer service
- Presentation skills
- Dental care
Quick apply
Service Technician/Skilled Labourer
Sleepwell Property Management —Ottawa, ON
- $27–$35 an hour
- Full-time
- Schematics
- Maintenance
- Databases
- Dental care
- Vision care
Quick apply
Account Manager
WebMarketers —Ottawa, ON
- $60,000–$70,000 a year
- Full-time
- CRM software
- Project management
- Presentation skills
- Disability insurance
- Dental care
Quick apply
Marketing Coordinator
Karan Sharma Real Estate Corp. —Ottawa, ON
- $40,000–$45,000 a year
- Full-time
- Google Suite
- Writing skills
- English
Quick apply
Mortgage Specialist
BMO Financial Group —Gatineau, QC
- Full-time
- Business development
- Analysis skills
- Financial services
- Tuition reimbursement
- Life insurance
Senior Bookkeeper - Part-Time Role
PDC Accounting Evolved Professional Corporation —Nepean, ON
- $30–$35 an hour
- Overtime
- Hybrid work
- Supervising experience
- Presentation skills
- Team management
- Paid time off
Quick apply
3d
Live-in Superintendent
District Realty —Ottawa, ON
- $36,000–$38,000 a year
- Full-time
- Carpentry
- Microsoft Outlook
- English
- Dental care
- Vision care
Quick apply
3d
Expert Threading Brow Technician
Shio Studio —Ottawa, ON
- $18–$20 an hour
- Part-time
- Customer service
- Sanitation
- English
- Flexible schedule
Quick apply
Ontario Remote Insurance Broker (Home & Auto) - Commission Only
Billyard Insurance Group - Orangeville —Ontario
- $35,000–$60,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Business development
- Paid time off
- Work from home
Quick apply
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Ottawa, ON
- Full-time
- Salesforce
- English
- Business development
- Profit sharing
Bilingual A/R Collector / Accounts Receivable Collections Analyst (Bilingual)
Grand & Toy —Ottawa, ON
- $40,000–$55,000 a year
- Full-time
- Microsoft Word
- Customer service
- English
Quick apply
HR Advisor
Alamos Gold Inc —Ontario
- Full-time
- Microsoft Office
- Bachelor's
- Human resources

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client portfolio jobs near ottawa, on

Associate Financial Advisor

The Co-operators
Nepean, ON

Quick apply

Job details

Permanent | Full-time
$56,000–$90,000 a year

Qualifications

Outbound sales
Customer relationship building
Product recommendation
Sales
Client inquiry handling
Complaint handling
Client relationship development
Microsoft Office
Finance
Cross-selling
Business development
Decision making
Client services
Sales orientation
Accounting
Customer service orientation
Prospecting
Financial services
Risk assessment
Client consultation
Marketing experience
Insurance sales
Chartered Financial Analyst
Leadership
Team motivation
Communication skills
Client interaction
Marketing

Full job description

Job description for Associate Financial advisor in Ottawa.

Summary:

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

Roles and responsibilities:

Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
Proactively complete client reviews focusing on life and wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection, following underwriting guidelines.
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Support programs to build multi-client relationships.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Support the agency team in their daily activities.

Supervisory Responsibilities:

Direct Reports:

Working Conditions:

Regular office environment . Willing to work flexible hours. or Hybrid .

Qualifications and Skills:

Mutual funds license is required.
Life license is required.
Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
A minimum of two (2) years sales experience or related business or marketing experience is preferred
Knowledge of insurance products and strong underwriting skills is an asset.
Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office. Valid drivers license may be required.
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

Performance of Core Functions:

Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
Strong contribution to achievement of the agency goals
Contribution to achievement of multi-line client targets
Strong commitment to ongoing personal and professional development
Level of customer satisfaction as measured through client feedback
Demonstration of client needs analysis through commitment to use of financial security planning tools
Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
Work independently and effectively use and apply the resources available

Impact on the Organization:

Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

Impact on the Client:

Focus on relationship building with clients and effectively communicates with clients to deliver on the service promise
Timely delivery of services and responses to client inquiries - once and done approach Impact on Team/Staff Development:
Effectiveness of working relationships with peers, agent and district management team
Demonstrated leadership ability in building a strong team environment
Contribution to the motivation and engagement of the agency team
Works cooperatively with others to accomplish objectives.
Achievement of targets set both team and individual
Ability and initiative to take on new and challenging assignments .

Full time and permanent job

Very Competitive base salary and very good commissions plus bonuses .

Full benefits

Hybrid.

Job Types: Full-time, Permanent

Pay: $56,000.00-$90,000.00 per year

Additional pay:

Bonus pay
Commission pay

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Flexible schedule
Life insurance
On-site gym
On-site parking
Paid time off
RRSP match
Vision care

Schedule:

Monday to Friday

Licence/Certification:

Mutual funds license. (required)
Life insurance license (required)

Work Location: Hybrid remote in Nepean, ON K2H 1B2

Quick apply

Refine Your Search

client portfolio jobs in ottawa, on

Associate Financial Advisor

Commercial Leasing Coordinator

Account Executive (Federal Government & Public Sector)

Sales Representative - Ottawa/Northern Ontario

Insurance Broker - Personal Lines Account Manager

Licensed Assistant

Kitchen Designer

Fractional Controller

Commercial and Fleet Sales Manager

Service Technician/Skilled Labourer

Account Manager

Marketing Coordinator

Mortgage Specialist

Senior Bookkeeper - Part-Time Role

Live-in Superintendent

Expert Threading Brow Technician

Ontario Remote Insurance Broker (Home & Auto) - Commission Only

Insurance Advisor Life, Health & Wealth

Bilingual A/R Collector / Accounts Receivable Collections Analyst (Bilingual)

HR Advisor

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