Wealth Management Advisor Jobs in Ottawa, ON

Analyze and transform financial data to drive strategic decision-making, including building complex financial models, conducting valuation analyses, and producing high-quality reporting materials for...

Lead impactful retirement planning discussions and presentations to individuals, fostering relationships and achieving financial goals through data-driven strategies while collaborating with internal...

Unlock potential by leading capital and liquidity management efforts to enhance financial decision-making. Collaborate with diverse teams to develop strategic frameworks and optimize Treasury function...

Champion the underwriting process for high-net-worth clients by assessing risks, fostering relationships, and ensuring compliance with industry standards. Help deliver exceptional service and innovati...

Empower your career by leading high-impact valuation projects in financial services. Drive business development, mentor talent, and oversee client relationships in a dynamic environment focused on M&A...

Champion the future of small business banking by leading product strategy, development, and enhancement initiatives. Collaborate across teams to deliver seamless, innovative features that enhance the...

Take ownership of ambitious integrated marketing campaigns, enhancing consumer experiences from exposure to conversion. Collaborate cross-functionally to strategize, execute, and measure results, ensu...

Deliver impactful insights by linking user behavior with data analysis. Drive metrics that enhance platform health and foster seamless product scaling, ensuring design and product decisions leverage d...

Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...

Join a team that's dedicated to delivering personalized financial strategies. Engage with clients to analyze their needs, provide expert advice on diverse financial products, and foster lasting relati...

Transform sales strategies and drive growth as you engage with Advisors, utilizing your expertise in Wealth Management solutions to enhance practices and align with client needs while collaborating wi...

Optimize project success by leading technology implementation initiatives, collaborating with stakeholders, and managing vendor relations for seamless execution and innovative solutions to drive organ...

Empower your career by driving Wealthsimple's retail equity capital strategy. Lead strategic partnerships and initiatives in a dynamic, high-impact environment, enhancing investment opportunities and...

Join a team that drives strategic value for top-tier financial services clients. You'll partner with executives, lead transformative engagements, and cultivate insights to maximize Salesforce's capabi...

Innovate our platform strategy by assessing and rationalizing composition solutions and leading impactful recommendations to enhance client experience in regulated industries with executive sponsorshi...

Join a team that's driving growth in the lubricant industry by generating new sales and nurturing customer relationships across a dynamic territory. Play a crucial role in supporting strategic account...

Unlock strategic opportunities in operations, managing high-profile contracts and service provider relationships to drive performance improvements and compliance, ensuring optimal outcomes and efficie...

Join a team that's transforming tax strategy and compliance. In this pivotal role, you'll oversee tax filings, mentor staff, and provide strategic advice to clients while ensuring adherence to Canadia...

Shape the future of defence consultancy by leveraging your expertise to enhance client relationships, drive strategic initiatives, and lead transformative discussions within Canada's Government & Publ...

Champion innovative AI-driven solutions by leading the full product lifecycle. Collaborate with cross-functional teams to design and optimize algorithms that enhance user experience and drive measurab...

Drive innovation by leading product development from ideation to market launch, focusing on customer insights and data analysis to create impactful revenue-generating solutions within targeted vertica...

Strategize client relationship management for a portfolio of private equity clients. Lead NAV reviews, facilitate audits, and coordinate internal teams to enhance operational efficiency, all while coa...

Drive exceptional client service and operational excellence by leading cross-regional teams. You'll enhance strategic initiatives, manage stakeholder partnerships, and oversee financial reporting, ens...

Elevate financial performance by driving strategic market expansion. Collaborate with senior leaders, leveraging strong analytical skills to foresee opportunities and risks while enhancing profitabili...

Lead the charge in driving investment sales strategies and establishing key relationships with financial advisors. Achieve ambitious sales targets while promoting diverse investment products and provi...