20 meilleures offres (wealth management advisor, ottawa, on) (à pourvoir)

Personal Banking Advisor
Alterna Savings —Ottawa, ON
- De 57 000 $ à 65 000 $ par an
- Microsoft Excel
- Vente
- Compétences rédactionnelles
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Associate Advisor
Royal Bank of Canada —Ottawa, ON
- De 38 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Excel
- Service à la clientèle
- Anglais
il y a 2 jours
Associate Financial Advisor
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- De 65 000 $ à 75 000 $ par an
- Finance
- Développement commercial
- Services financiers
Postuler rapidement
Venture Programs Coordinator
Invest Ottawa/Bayview Yards —Ottawa, ON
- De 54 400 $ à 81 600 $ par an
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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Investment Advisor Assistant
Ventum Financial Corp. —Ottawa, ON
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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Associate Investment and Insurance Advisor
4 PILLARS WEALTH —Orleans, ON
- De 45 000 $ à 125 000 $ par an
- Temps plein
- Recherche
- Mathématiques
- Manipulation d'argent
- Assurance Vie
Postuler rapidement
il y a 9 jours
Administrative Associate
Wellington-Altus Private Wealth Inc. —Ottawa, ON
- De 50 000 $ à 60 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Vie
Financial Services Professional LLQP (ON and AB Only)
Balanced Financial Solutions —Ontario
- De 47 572,22 $ à 150 514,27 $ par an
- Temps plein
- Télétravail
- Vente
- Service à la clientèle
- Développement commercial
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 10 jours
Office Administrative Support Specialist
QUALIFIED FINANCIAL SERVICES —Ottawa, ON
- De 46 500 $ à 48 000 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Microsoft Office
- Expérience administrative
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 10 jours
Investment Advisor
Ventum Financial Corp. —Ottawa, ON
- Temps plein
- Expérience administrative
- Capacités de présentation
- Compétences en communication
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Financial Advisor Assistant
Tradex Management Inc. —Ottawa, ON
- De 17,95 $ à 22,00 $ de l’heure
- Contrat
- Microsoft Powerpoint
- Bilingue
- Microsoft Word
Postuler rapidement
il y a 10 jours
Financial Planner Assistant
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- De 40 000 $ à 60 000 $ par an
- Finance
- Esprit d'analyse
- Baccalauréat
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Regional Office Manager
MNP —Ottawa, ON
- De 75 000 $ à 90 000 $ par an
- Heures supplémentaires
- Travail hybride
- Microsoft Powerpoint
- Bilingue
- Microsoft Excel
Associate (Full Time, 15-Month Term)
Wellington-Altus Private Wealth Inc. —Kanata, ON
- De 55 000 $ à 70 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Vie
il y a 6 jours
Branch Assistant
Raymond James Financial, Inc. —Ottawa, ON
- De 50 000 $ à 55 000 $ par an
- Temps plein
- Microsoft Office
- Étiquette au téléphone
- Gestion du temps
- Plan d'actionnariat des employés
- Bourses d'Études
Licensed Insolvency Trustee, (Manager)
MNP —Ottawa, ON
- De 95 000 $ à 125 000 $ par an
- Baccalauréat
- Contrôle de la qualité
- Leadership
- Assurance Dentaire
- Congés payés
il y a 8 jours
IP Advisor (Independent Contractor)
Invest Ottawa/Bayview Yards —Ottawa, ON
- 150 $ de l’heure
- Contrat
Postuler rapidement
Financial Security & Life Insurance Advisor
Centerpointe Financial Center —Nepean, ON
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Vente
- Microsoft Office
- Assurance Invalidité
- Travail à domicile
Postuler rapidement
il y a 6 jours
Industrial Technology Advisor
National Research Council Canada —Gatineau, QC
- De 143 127 $ à 168 192 $ par an
- Travail hybride
- Bilingue
- Marketing
- Ingénierie
- Assurance Invalidité
- Indemnité de déménagement
Group Insurance Specialist – National Programs (Bilingual – English & French)
Leading Advisor Inc. —Ottawa, ON
- De 75 000 $ à 105 000 $ par an
- Temps plein
- Bilingue
- Service à la clientèle
- Anglais
- Assurance Dentaire
- Congés payés
Postuler rapidement

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Private Wealth Advisor
SafeBridge Financial Group —North York, ON
We are looking for an experienced, creative thinking, intrapreneurial Financial Advisor who can provide custom tailored insurance and wealth management…
Postuler rapidement
Tax Manager
Vaco by Highspring —Toronto, ON
University degree in accounting, taxation, or a related business administration discipline. Review and file T3 tax returns and related tax forms for funds…
De 130 000 $ à 150 000 $ par an
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il y a 9 jours

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Personal Banking Advisor

Alterna Savings
Ottawa, ON

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Détails du poste

Permanent

Compétences

Microsoft Excel
Vente
Compétences rédactionnelles
Études postsecondaires
CFP
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)

Description complète du poste

Job Type: Full-Time

Vacancy Status: This posting is for an existing vacancy

Target Salary Range: $57,000 - $65,000

Scope of Position

The Personal Banking Advisor (PBA) is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs. The PBA ensures that all of the member's financial needs are being met by the most appropriate resource within Alterna and has overall responsibility/accountability for the relationship.

Through proactive relationship management, the PBA retains and grows the book by increasing the share of member business by using all of Alterna’s products and services including both credit and investment solutions.

Key Responsibilities

Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet all members' complex credit/investment needs
Establishes regularly scheduled contacts with members/clients to establish relationships that will identify members' needs
Keeps files on member relationships that include member's financial goals and PBA plan of action to assist the member/client in meeting those goals
Is the branch liaison with Wealth Management and Small and Medium Enterprise (SME) representatives/team
Manages assigned member portfolio jointly with other specialists in Alterna i.e. Wealth Management and/or SME
Provides financial advice using some financial planning tools (e.g. cash-flow and credit management)
Acts as a mentor for less experienced staff under the guidance of the Branch Manager
Acts as the branch centre of expertise on the use of financial calculators, complex credit and managed portfolio solutions
Maintains strong relationships with alliance partners
Deals with referrals when deemed necessary based on the complexity of the members/client’s requests

QUALIFICATIONS

Education / Certification / Experience

Post secondary education combined with 5 years related experience in a financial institution or an equivalent combination of education and experience
A minimum 3 years credit experience including analysis and knowledge of underwriting
CSC or IFIC course completed with ability to be licensed
CFP or PFP designation or currently in progress
At a minimum 2 years of financial advisory experience and demonstrated relationship building experience
Proven track record in sales

Knowledge / Skills

Extensive knowledge of processing/procedures of complex products including deposits, investments, loans and mortgages
Sound knowledge of various computer applications including Excel, Word etc
Very detailed knowledge and ability to demonstrate sales management techniques
Developed writing skills sufficient to communicate detailed factual information to members and various department or partners
Sound lending judgment
Excellent problem-solving skills to systematically identify analyze and resolve complex member issues/problems
Excellent interpersonal and communications skills

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

To learn more about Alterna Savings, please visit alterna.ca (https://www.alterna.ca/en/personal), X (https://twitter.com/alternasavings), Facebook (https://facebook.com/alternasavings), Instagram (https://www.instagram.com/alternasavingscu/), or LinkedIn (https://ca.linkedin.com/company/alterna-savings).

Working at Alterna

We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.

We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

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Affinez votre recherche

wealth management advisor emplois - ottawa, on

Personal Banking Advisor

Associate Advisor

Associate Financial Advisor

Venture Programs Coordinator

Investment Advisor Assistant

Associate Investment and Insurance Advisor

Administrative Associate

Financial Services Professional LLQP (ON and AB Only)

Office Administrative Support Specialist

Investment Advisor

Financial Advisor Assistant

Financial Planner Assistant

Regional Office Manager

Associate (Full Time, 15-Month Term)

Branch Assistant

Licensed Insolvency Trustee, (Manager)

IP Advisor (Independent Contractor)

Financial Security & Life Insurance Advisor

Industrial Technology Advisor

Group Insurance Specialist – National Programs (Bilingual – English & French)

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management advisor (ottawa, on)

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