Cumberland On Banking advisor Jobs – 30 Openings This Week

Licensed Assistant
Stone Gables Investment —Ottawa, ON
- From $68,500 a year
- Full-time
- Microsoft Outlook
- Research
- Finance
- Disability insurance
- Dental care
Quick apply
10d
Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Sales
- Business development
- Financial services
Financial Advisor, Investment & Retirement Planning - Ottawa Main
Scotiabank —Ottawa, ON
- Sales
- Business development
- Financial services
Mortgage Specialist - Gatineau
Scotiabank —Gatineau, QC
- Sales
- Financial services
- Communication skills
- Dental care
Bilingual Claims Advisor I
TD Bank —Ottawa, ON
- $52,700–$74,400 a year
- Full-time
- Customer service
- English
- Bachelor's
- Paid time off
6d
Senior Financial Advisor -Somerset & Bronson, Ottawa, ON (Mandarin, Vietnamese, Cantonese preferred)
Scotiabank —Ottawa, ON
- Sales
- Customer service
- Financial services
4d
Banking advisor
National Bank of Canada —Orleans, ON
- $49,000–$60,700 a year
- Full-time
- English
- Analysis skills
- Financial services
- Wellness program
- Employee assistance program
Banking Advisor
Royal Bank of Canada —Ottawa, ON
- Full-time
- Sales
- Computer skills
- Financial services
Client Advisor
Royal Bank of Canada —Ottawa, ON
- Part-time
- Sales
- Computer skills
- Financial services
Private Banking Associate
CIBC —Ottawa, ON
- Full-time
- Financial services
- In-person
7d
Professional Banking Specialist - Ottawa
Scotiabank —Ottawa, ON
- Customer service
- Finance
- Business development
Client Advisor - Bilingual (French)
Royal Bank of Canada —Ottawa, ON
- Part-time
- Sales
- Customer service
- English
9d
Associate
Royal Bank of Canada —Ottawa, ON
- Full-time
- English
- Computer skills
- Financial services
12d
Wealth Associate
National Bank of Canada —Ottawa, ON
- Full-time
- English
- Microsoft Office
- Bachelor's
- Wellness program
- Employee assistance program
Business Advisor - Findlay Creek, Ottawa, ON
Scotiabank —Ottawa, ON
- Customer service
- Business development
- No university degree
11d
Bilingual Credit Counsellor
The Credit Counselling Society —Ottawa, ON
- $60,840–$68,848 a year
- 8 hour shift
- Hybrid work
- English
- Organizational skills
- Financial services
- Dental care
- Paid time off
Regional Trust Advisor
Royal Bank of Canada —Ottawa, ON
- $67,000–$110,000 a year
- Full-time
- Sales
- Customer service
- Finance
2d
Administrative Coordinator - Contracting Specialist
QUALIFIED FINANCIAL SERVICES —Ottawa, ON
- $50,000–$55,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- High school diploma or GED
- Dental care
Quick apply
ScotiaHelps Advisor, Front End (Bilingual)
Scotiabank —Ottawa, ON
- Full-time
- Microsoft Word
- Microsoft Outlook
- Contracts
3d
Investment Advisor
Royal Bank of Canada —Ottawa, ON
- Full-time
- Business development
- Financial services
- Business
12d

I want to receive the latest job alerts for banking advisor in cumberland on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

banking advisor jobs near cumberland on

Licensed Assistant

Stone Gables Investment
Ottawa, ON

Quick apply

Job details

Full-time
From $68,500 a year
10 days ago

Qualifications

Investment
Customer communication
Microsoft Outlook
Finance
Case file maintenance
Client communication
Post-secondary education
Filing
Process improvement
Research
Finance
Client services
Organizational skills
Financial services
Deposits
CSC
Business
Communication skills
Client interaction

Full job description

Licensed Assistant

Stone Gable Investment | Ottawa, ON | Full-Time | In-Person

Company

Stone Gable Investment

Website

https://stonegablesinvestment.ca/

Apply

[email protected]

Compensation

Competitive compensation based on experience, licensing, and qualifications

About the Opportunity

This is a unique opportunity for someone starting as a licensed assistant, or a fully licensed registered representative who wants to grow over time toward an advisor role. Stone Gable Investment is looking for a motivated and detail-oriented Licensed Assistant to support an established wealth management practice in Ottawa, with practical exposure to client service, financial planning support, and portfolio administration.

Key Responsibilities

Client Service & Administration

· Work closely with clients by responding professionally and promptly, assisting with trades, withdrawals, deposits, transfers, and ensuring proper documentation

· Gather, verify, and update client financial information required for planning and account administration

· Maintain accurate client files, notes, documentation, and follow-up records

· Act as a primary client-service contact for administrative and trading-related needs when the advisor is away, within licensing, firm, and CIRO compliance requirements

Financial Planning Support

· Support the advisor with client financial plans, including gathering information, entering data, and preparing planning materials

· Help clients stay organized with documentation, next steps, and planning updates that support a strong client experience

Portfolio & Trading Support

· Assist with model portfolio implementation, rebalancing, and trade entry where appropriately licensed

· Support the advisor with research, performance review, and tracking of positions in portfolio models

· Monitor model portfolio changes and assist with consistent implementation across client accounts

· Stay current with applicable regulatory and compliance requirements

Team Contribution

· Build strong working relationships with team members and corporate head office

· Participate in team meetings and contribute ideas

· Maintain high standards of professionalism, accuracy, and client service

· Commit to ongoing professional development

· Support the advisor with reports, meeting materials, and client review preparation

· Assist with client communication, events, seminars, and marketing materials

· Recommend process improvements and ways to enhance the client experience

Qualifications

Required Qualifications

Preferred Qualifications

· Canadian Securities Course (CSC) completed or in progress

· Conduct and Practices Handbook Course (CPH) completed or in progress

· Eligible or actively working toward CIRO licensing requirements, including the proficiency needed for portfolio manager accreditation

· Post-secondary education in business, finance, economics, or a related field, or equivalent experience

· Client service experience with the ability to communicate professionally and confidently with clients

· Interest in developing into an advisor role over time

· Strong attention to detail and organizational skills

· Excellent written and verbal communication skills

· Ability to manage multiple priorities in a fast-paced environment

· Proficiency with Microsoft Office, Outlook, and Excel

· Experience in wealth management, financial services, banking, or investment administration

· Investment Representative Training completed or willingness to complete

· Knowledge of client account documentation, transfers, deposits, withdrawals, and model portfolios

Working Conditions

This is an in-person role based in Ottawa within a professional office environment. From time to time, client events or seminars may take place outside regular business hours. The successful candidate should be comfortable managing multiple priorities while maintaining a high level of accuracy, professionalism, and client service.

Career Development Opportunity

This role is well suited for someone who wants to build a long-term career in wealth management. The successful candidate will have the opportunity to develop technical knowledge, client service skills, planning experience, and confidence in client-facing conversations, with the potential to grow into an advisor role over time.

How to Apply

Please submit your resume and cover letter to [email protected].

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: From $68,500.00 per year

Benefits:

Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Paid time off

Application question(s):

Have you completed the CSC or CIRE for IR or RR registration?

Work Location: In person

Quick apply

Refine Your Search

banking advisor jobs in cumberland on

Licensed Assistant

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

Financial Advisor, Investment & Retirement Planning - Ottawa Main

Mortgage Specialist - Gatineau

Bilingual Claims Advisor I

Senior Financial Advisor -Somerset & Bronson, Ottawa, ON (Mandarin, Vietnamese, Cantonese preferred)

Banking advisor

Banking Advisor

Client Advisor

Private Banking Associate

Professional Banking Specialist - Ottawa

Client Advisor - Bilingual (French)

Associate

Wealth Associate

Business Advisor - Findlay Creek, Ottawa, ON

Bilingual Credit Counsellor

Regional Trust Advisor

Administrative Coordinator - Contracting Specialist

ScotiaHelps Advisor, Front End (Bilingual)

Investment Advisor

I want to receive the latest job alerts for banking advisor in cumberland on

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected