Ottawa, On Client advisor Jobs – 121 Openings This Week

Client Services Associate - Financial Services & Employee Benefits Admin
CAPCORP Financial —Ottawa, ON
- Full-time
- Bilingual
- English
- Microsoft Office
- Dental care
- Paid time off
Quick apply
CA Financial Advisor
Edward Jones —Ottawa, ON
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
Financial Advisor, Investment & Retirement Planning - Southgate Shopping Centre, Ottawa
Scotiabank —Ottawa, ON
- Sales
Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Sales
Service Manager #1865
Bédard Ressources —Nepean, ON
- $110,000–$140,000 a year
- Full-time
- Leadership
Quick apply
Made-to-Measure Specialist
Harry Rosen —Ottawa, ON
- $50,000–$70,000 a year
- Full-time
- Sales
- Retail sales
Bilingual Order Manager
The Universal Group —Ottawa, ON
- $58,000–$65,000 a year
- Full-time
- Bilingual
- English
- Data entry
- Wellness program
- Dental care
Quick apply
Finance Business Partner
Stevenson & White —Ottawa, ON
- $80,000–$100,000 a year
- Hybrid work
- Bilingual
- Microsoft Excel
- ERP systems
Financial Advisor, Investment & Retirement Planning - Greater Ottawa
Scotiabank —Ottawa, ON
- Sales
Mortgage Specialist - Gatineau
Scotiabank —Gatineau, QC
- Sales
- Communication skills
- Negotiation
- Dental care
Life Insurance Agent - LLQP License Required - Remote
Specialty Life Insurance —Ontario
- $40,000–$160,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Retail sales
- Dental care
- Work from home
Quick apply
Insurance Broker (Sales)
Billyard Insurance Group Vaughan —Ontario
- $35,500.00–$118,797.92 a year
- Full-time
- Remote
- Sales
- Finance
- High school diploma or GED
Quick apply
10d
Licensed Insurance Broker (Sales)
BILLYARD INSURANCE GROUP-MAPLE —Ontario
- $50,000–$120,000 a year
- Full-time
- Remote
- Sales
- Finance
- High school diploma or GED
- Work from home
Quick apply
Insurance Broker (Sales)
Billyard Insurance Group Inc —Ontario
- $50,000–$120,000 a year
- Full-time
- Remote
- Sales
- Finance
- High school diploma or GED
- Work from home
- Flexible schedule
Quick apply
Insurance Broker (Sales)
Billyard Insurance Group - Ajax —Ontario
- $50,500.00–$118,797.92 a year
- Full-time
- Remote
- Sales
- Finance
- High school diploma or GED
Quick apply
13d
Insurance Account Manager, Small Market Commercial
NFP Corp —Nepean, ON
- $60,000–$70,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Client Experience Coordinator, Flex
Invest Ottawa/Bayview Yards —Ottawa, ON
- $54,400–$61,200 a year
- Full-time
- Presentation skills
- AI
- Communication skills
Quick apply
Banking Advisor
Royal Bank of Canada —Ottawa, ON
- Full-time
- Sales
Client Advisor
Royal Bank of Canada —Ottawa, ON
- Part-time
- Sales
Client Experience Lead, ScaleUp
Invest Ottawa/Bayview Yards —Ottawa, ON
- $63,200–$94,800 a year
- Full-time
- CRM software
- Data analysis skills
- Continuous improvement
Quick apply

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client advisor jobs near ottawa, on

Client Services Associate - Financial Services & Employee Benefits Admin

CAPCORP Financial
Ottawa, ON

Quick apply

Job details

Permanent | Full-time

Qualifications

Bilingual
French
English
Microsoft Office
Finance
Bachelor's
Certified Employee Benefit Specialist

Full job description

CAPCORP is an industry leader providing trusted advice to our financial planning and employee benefits clients. Our team specializes in offering unique, comprehensive, solutions and support to companies in a wide range of industries. As a Client Service Associate you will ensure and establish strong enduring relationships with the clients and advisors you support. You will provide industry leading advice and service to valued CAPCORP clients in connection with the various financial solutions we implement.

You Are:

· Looking for a career with a great company that values your individual contribution but also believes in building an amazing team

· A strategic thinker: you know that an idea isn’t the end of the journey but really just the first step.

· Organized with the ability to multi-task.

· Able to work independently as well as part of a strong dynamic team.

· Proficient with MS Office programs and the ability to learn and use other applications quickly.

· Knowledgeable in the financial services industry OR a university graduate looking to embark on a new career.

· Fun and have a positive attitude.

You Will:

· Support our Advisor team in the delivery of our market-leading financial solutions in the areas of Employee Benefits, Wealth Management and Insurance Planning.

· Work with clients directly and independently to meet their needs, solve their problems and continually reaffirm their belief that we are the best in the business!

· Meet the significant administration requirements that often accompany the financial services industry – You don’t love paperwork…..but you know it is important to get it done!

Other desirable skills and abilities:

Those with a university degree and bilingual in French/English go right to the top of the list!
We value intelligence and big thinking
The CEBS or GBA designation
Additional training and experience in group insurance

What makes CAPCORP a great place to come to work?

· Comprehensive benefits package

· RRSP matching program

· A focus on a healthy workplace - our Work “n” Well initiative adds fun while improving your mind, body and spirit

· Planned social outings end events throughout the year

· Flexible hours and time off during the holiday season

Job Types: Full-time, Permanent

Benefits:

Company events
Dental care
Employee assistance program
Extended health care
Paid time off
RRSP match
Vision care

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in ottawa, on

Client Services Associate - Financial Services & Employee Benefits Admin

CA Financial Advisor

Financial Advisor, Investment & Retirement Planning - Southgate Shopping Centre, Ottawa

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

Service Manager #1865

Made-to-Measure Specialist

Bilingual Order Manager

Finance Business Partner

Financial Advisor, Investment & Retirement Planning - Greater Ottawa

Mortgage Specialist - Gatineau

Life Insurance Agent - LLQP License Required - Remote

Insurance Broker (Sales)

Licensed Insurance Broker (Sales)

Insurance Broker (Sales)

Insurance Broker (Sales)

Insurance Account Manager, Small Market Commercial

Client Experience Coordinator, Flex

Banking Advisor

Client Advisor

Client Experience Lead, ScaleUp

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