Ottawa On Financial planning analysis Jobs – 200 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
Bookkeeper
RED³ Inc. / D.W.Inc. —Ottawa, ON
- $24 an hour
- Full-time
- English
- Administrative experience
- Accounting
Quick apply
Head of Finance
OTUS Nonprofit CFOs —Ottawa, ON
- $160,000–$190,000 a year
- Full-time
- Hybrid work
- English
- Finance
- Presentation skills
- Dental care
- Paid time off
Quick apply
Associate Director FP&A
Stevenson & White —Ottawa, ON
- $132,000–$155,000 a year
- Contract
- Hybrid work
- Finance
- Bachelor's
- Team management
Finance Manager
The Mining Industry Human Resources Council —Kanata, ON
- $60,000–$80,000 a year
- Full-time
- Finance
- Analysis skills
- Budgeting
- Disability insurance
- Dental care
Quick apply
9d
Marketing Manager, Rewards
CAA North & East Ontario —Ottawa, ON
- $80,000–$90,000 a year
- Full-time
- Hybrid work
- Marketing
- Analysis skills
- Mentoring
- Store discount
- Disability insurance
Quick apply
7d
Controller
Stevenson & White —Ottawa, ON
- $100,000–$125,000 a year
- Microsoft Excel
- Finance
- Team management
Junior Actuary
Maarut Inc —Ottawa, ON
- $50–$60 an hour
- Contract
- Hybrid work
- Writing skills
- Maintenance
- Analysis skills
Quick apply
8d
Department Manager, General Merchandise - Northern Canada
Northern / NorthMart —Ontario
- $48,450–$65,000 a year
- Full-time
- Microsoft Outlook
- Inventory control
- Sales
- Relocation assistance
Sr Actuary
Maarut Inc —Ottawa, ON
- $65–$70 an hour
- Contract
- Hybrid work
- Writing skills
- Maintenance
- Analysis skills
Quick apply
2d
Listing & Research Coordinator
Zinati Realty Commercial Brokerage —Nepean, ON
- $40,000–$50,000 a year
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Quick apply
Research and Financial Planning Associate
Ryan Lamontagne Inc. —Ottawa, ON
- $55,000 a year
- Full-time
- Research
- Finance
- Bachelor's
- Dental care
- Life insurance
Quick apply
21h
Finance Business Partner
Stevenson & White —Ottawa, ON
- $77,000–$92,000 a year
- Contract
- Hybrid work
- ERP systems
- Budgeting
- Business
1d
Department Manager, Meat - Northern Canada
Northern / NorthMart —Ontario
- $48,450–$65,000 a year
- Full-time
- Microsoft Outlook
- Inventory management
- Customer service
Scheduler - ICI Construction
Laurin —Ottawa, ON
- $75,000–$100,000 a year
- Full-time
- Engineering
- Contracts
- Profit sharing
- Disability insurance
Quick apply
13d
Mortgage Specialist
BMO Financial Group —Gatineau, QC
- Full-time
- Business development
- Analysis skills
- Financial services
- Tuition reimbursement
- Life insurance
Controller
Robert Half —Ottawa, ON
- $47–$55 an hour
- Temporary
- Supervising experience
- Team management
- Mentoring
Quick apply
5d
Finance Manager
Stevenson & White —Ottawa, ON
- $100,000–$130,000 a year
- Day shift
- Remote
- Finance
- Travel
- Accounting
9d
Business Analyst / Functional Analyst — Enterprise Transformation & Digital Programs
Raise —Ontario
- Full-time
- Hybrid work
- Bachelor's
- Financial services
Quick apply
Controller
Robert Half —Ottawa, ON
- $39–$45 an hour
- Temporary
- CRM software
- Analysis skills
- Budgeting
Quick apply
5d

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financial planning analysis 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

financial planning analysis jobs in ottawa on

Associate Financial Advisor

Bookkeeper

Head of Finance

Associate Director FP&A

Finance Manager

Marketing Manager, Rewards

Controller

Junior Actuary

Department Manager, General Merchandise - Northern Canada

Sr Actuary

Listing & Research Coordinator

Research and Financial Planning Associate

Finance Business Partner

Department Manager, Meat - Northern Canada

Scheduler - ICI Construction

Mortgage Specialist

Controller

Finance Manager

Business Analyst / Functional Analyst — Enterprise Transformation & Digital Programs

Controller

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