Wealth Management Client Associate Jobs in Ottawa

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Cs-client Success Specialist Canada

Agility Pr Solutions

profile Ottawa - Canada

About the Role As a Client Success Specialist (CSS) youll be at the heart of ensuring enterprise clients receive timely accurate and high-quality support. Youll help configure client accounts coordinate onboarding and deliver a responsive experience that builds trust and satisfaction from day one.Wo...

2 days ago
Full Time

Client Experience Specialist

Cliniconex

profile Ottawa - Canada

Join Our Team at Cliniconex (Internal Posting ONLY)Position: Client Experience SpecialistLocation: Kanata (Hybrid)Reporting to: Director Customer OperationsMeet CliniconexAt Cliniconex our focus is our customers our community and our culture. As a small company we understand the importance of having...

3 days ago
Full Time

Bilingual Employer Engagement Specialist Employmen...

Ymca Of The National Capital Region

profile Ottawa - Canada

OverviewThe YMCA is a charity that has been helping Canadians improve their lives since the first Y opened in 1851. Y programs are offered at more than 1700 locations across Canada and help more than 2.25 million people annually become healthier in spirit mind and body. The YMCA of the National Capi...

7 days ago
Full Time

Financial Planner I (ciro-id)

Canadian Imperial Bank Of Commerce

profile Ottawa - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

15 days ago
Full Time

Manager, Client Advice I

Canadian Imperial Bank Of Commerce

profile Ottawa - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

15 days ago
Full Time

Relationship Manager, Commercial Banking, Td Auto ...

Td Bank

profile Ottawa - Canada

Work Location:Ottawa Ontario CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:$91200 - $136800 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague e...

28 days ago
Full Time

Bilingual Chief Programs Officer

Ottawa Network For Education

profile Ottawa - Canada

Job Title: Chief Programs OfficerLocation: Ottawa Ontario (Hybrid work arrangement)Position Type: Full-time Permanent 37.5 hours/weekReports To: President &CEOPosition Status: New vacancyAbout the Ottawa Network for EducationThe Ottawa Network for Education (ONFE) is a trusted connector and catalyst...

30+ days ago
Full Time

Financial Advisor Carling & Kirkwood, Ottawa

Scotiabank Global Site

profile Ottawa - Canada

Requisition ID: 245338Join a purpose driven winning team committed to results in an inclusive and high-performing culture.About the role What your role will beFinancial AdvisorAt Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to div...

30+ days ago
Advisor

Financial Advisor Ottawa, On

Scotiabank Global Site

profile Ottawa - Canada

Requisition ID: 245473Join a purpose driven winning team committed to results in an inclusive and high-performing culture.About the role What your role will beFinancial AdvisorAt Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to div...

30+ days ago
Advisor

Jr. Solution Builder Consultant

Computacenter2024

profile Ottawa - Canada

About the roleThe Jr. Solution Builder Consultant will be a technical Subject Matter Expert (SME) on a solution area/category with some depth on a few core technical/solution elements. You will bring technical credibility to solutions and provide Sales and Pre-Sales go-to-market support. You will wo...

30+ days ago
Full Time

Client Service Assistant

Bank Of Montreal

profile Ottawa - Canada

Application Deadline:12/23/2025Address:1600 Carling AvenueJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff and branch operations with day-to-day administration and provides exceptional client service to support achievement of business object...

30+ days ago
Full Time

Sun Life Financial Advisor

Sun Life

profile Ottawa - Canada

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your...

30+ days ago
Full Time

Client Accounting Administrator (bilingual)

People Corporation

profile Ottawa - Canada

The Client Accounting Administrator (Bilingual) provides administrative services to the Single and Multiple Employer Plans and does so in such a way as to enable the smooth operation and administration of the Plans. This includes answering telephone inquiries and corresponding with the employers an...

30+ days ago
Full Time

Client Associate Cibc Wood Gundy

Canadian Imperial Bank Of Commerce

profile Ottawa - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

30+ days ago
Full Time

Client Associate Cibc Wood Gundy

Canadian Imperial Bank Of Commerce

profile Ottawa - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

30+ days ago
Full Time

Financial Advisor Beacon Hill, On

Scotiabank Global Site

profile Ottawa - Canada

Requisition ID: 243463Join a purpose driven winning team committed to results in an inclusive and high-performing culture.About the role What your role will beFinancial Advisor/ BeaconHill ON/ Permanent/ Full-time 37.5h/week.At Scotiabank we help employees build their futures where they can be them...

30+ days ago
Advisor

Financial Advisor Bank & Alta Vista Drive, Ottawa

Scotiabank Global Site

profile Ottawa - Canada

Requisition ID: 243393Join a purpose driven winning team committed to results in an inclusive and high-performing culture.About the role What your role will beFinancial AdvisorAt Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to div...

30+ days ago
Advisor

Financial Advisor Rideau & William, Ottawa

Scotiabank Global Site

profile Ottawa - Canada

Requisition ID: 243060Join a purpose driven winning team committed to results in an inclusive and high-performing culture.About the role What your role will beFinancial AdvisorAt Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to div...

30+ days ago
Advisor

Associate Director Mep Cost Management

Turner & Townsend

profile Ottawa - Canada

Deliver a high-quality end-to-end cost management service including the production of cost estimates in CIQS and Uniformat (ROM and Class D through Class A) value management procurement advice and support tender analysis cost reporting and change management.Lead and mentor an M&E cost management tea...

30+ days ago
Full Time

Senior Financial Advisor Pinecrest Mall, Ottawa, O...

Scotiabank Global Site

profile Ottawa - Canada

Requisition ID: 242489Roynat Capital a wholly owned subsidiary of Scotiabank is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term subordinated debt as well as mezzanine capital and common share equity. We p...

30+ days ago
Advisor