Virtual Financial Solutions Advisor

Your Neighbourhood Credit Union Limited

Your Neighbourhood Credit Union Limited is seeking a motivated Financial Services Associate to help members achieve Financial Comfort by developing solid financial plans through virtual channels and guiding decisions on income, expenses, assets and liabilities. You will support lending and mortgage retention opportunities and maintain superb member service.

In this role you will upsell lending and investment options, handle member inquiries, and actively pursue outreach while working remotely

#J-18808-Ljbffr

Apply

Vacancy posted 7 hours ago

Similar jobs that could be interesting for youBased on the Virtual Financial Solutions Advisor in Ottawa, ON vacancy

Financial Advisor- Insurance and Investments
...Build a Career Worth Owning. Desjardins Financial Security Independent Network — Ottawa This isn't a job. It's a business. Most... ...a ceiling. This one doesn't. As an independent financial advisor with DFSIN, you're not working for someone else's vision - you're...
Suggested
Immediate start
Desjardins Financial Security Independent Network - Ottawa #...
Ottawa, ON
10 days ago
Financial Services Representative- Full Time
...express their interest in current and future Financial Advisor positions across our Ottawa Communities... ...needs, deliver client centric advice, solutions and proactively resolve client concerns... ...to connect with clients both virtually and face to face Implement effective...
Suggested
Long term contract
Full time
Traineeship
Local area
Royal Bank of Canada
Ottawa, ON
more than 2 months ago
Financial Advisor - Carling & Kirkwood
...driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to...
Suggested
Permanent employment
Full time
ScotiaBank
Ottawa, ON
9 hours ago
Technology Success Advisor
...like understanding business challenges and finding practical solutions. You're curious, ask good questions , and are always looking... ...SupportMyMac. What Is The Job? As a Technology Success Advisor , you'll help our clients make smart technology decisions that...
Suggested
Long term contract
Work at office
SupportMyMac
Ottawa, ON
3 days ago
Solutions Architect
...Telesat (Nasdaq and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 55 years. Backed by a legacy of engineering...
Suggested
Full time
Internship
Worldwide
Telesat Corporation
Ottawa, ON
5 days ago
Financial Advisor - Bilingual (Mandarin)
...express their interest in current and future Financial Advisor positions across our Ottawa Communities... ...needs, deliver client centric advice, solutions and proactively resolve client concerns... ...to connect with clients both virtually and face to face Implement effective...
Long term contract
Full time
Traineeship
Local area
Royal Bank of Canada
Ottawa, ON
more than 2 months ago
Engineering Solution Architect
...Location: Ottawa, ON As a Solutions Architect on the Canada team focused on Digital Native customers, you will shape the future of the big data landscape by working with the most sophisticated data engineering and data science teams in the world. Reporting to the...
Full time
Databricks
Ottawa, ON
more than 2 months ago
Procurement and Supply Chain Specialist
$84.7k - $112.93k per year
...businesses to succeed globally. We provide the financial tools and expertise they need to explore... ...through trade. Position: Procurement Advisor Employment Type: Permanent... ...corporation, we offer innovative financial solutions and expert insights to help businesses explore...
Permanent employment
Full time
Contract work
Summer work
Work at office
Relocation package
2 days per week
3 days per week
E Dc
Ottawa, ON
more than 2 months ago
Financial Planning & Analysis Analyst - Accounting
$72k - $88k per year
...Financial Analyst, Accounting and Systems Who We Are Equispheres is a Canadian materials science innovator headquartered in Ottawa's advanced technology hub. Privately held and engineering-driven, we develop next-generation metal powders that unlock higher performance...
Full time
Temporary work
Work at office
Equispheres Inc
Ottawa, ON
21 days ago
Senior Business Development Executive Rmc Solutions
$80k - $90k per year
...Scientific Giatec Scientific Inc. is a global leader in smart concrete testing technologies, bringing real-time data, AI, and IoT solutions to jobsites worldwide. Our core products – SmartRock, SmartMix, and MixPilot – support the full concrete lifecycle, from mix design...
Long term contract
Full time
Live In
Remote work
Worldwide
Flexible hours
Giatec Scientific Inc.
Ottawa, ON
6 days ago
Financial Analyst, Senior - Full Time - Remote - ON
...Senior Financial Analyst Location: Canada | Remote Department: Administration | Finance Reports To: Urvi Shah, Assistant Controller... ...’s and JYSK - Solink delivers clarity when it counts. Our solutions help businesses reduce shrink, optimize performance, and...
Permanent employment
Full time
Contract work
Interim role
Internship
Remote work
Sol Ink
Ottawa, ON
more than 2 months ago
Financial Analyst I (Permanent Full-time)
...provider of secure document and adjacent enterprise-level system solutions across the following domains: border security, civil identity,... ...matching. Job Description Job Title: Intermediate Financial Analyst Job Type: Permanent, Full-time Job Location: 18...
Long term contract
Permanent employment
Full time
Internship
3 days per week
Canadian Bank Note Company, Limited
Ottawa, ON
more than 2 months ago
Financial Services Representative - Full Time
$47.78k - $62.2k per year
...Our vision is to be recognized as the financial institution that has the most local impact... ...added delivery of Member centric products/solutions. In addition, this role will be responsible... ...strong consultative skills. Embraces virtual technology platforms and leverages them...
Virtual
Full time
Work at office
Local area
Flexible hours
Afternoon shift
Meridian Credit Union
Ottawa, ON
more than 2 months ago
Senior Special Advisor
...We are seeking a Senior Special Advisor to provide expert advisory services in User Experience (UX) Research and Design, including Design... ...Personnel (CMP) group on the modernization of military HR solutions. The receiving team is newly formed and still being staffed...
Full time
Mgis
Ottawa, ON
more than 2 months ago
Financial Customer Service Representative
$18 - $20.5 per hour
...At Money Mart, we're more than just a financial services provider – we're the catalyst for financial empowerment! Our mission is to be... ...transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter...
Hourly pay
Full time
Money Mart
Ottawa, ON
more than 2 months ago
Attendance Support Officer
$66.01k - $77.67k per year
...their mental, social, physical, financial and familial well-being.... .... THE ROLE As a Learning Advisor, you will apply tested instructional... ...to recommend learning solutions that will meet the requirements... ...healthcare spending account, virtual care (telemedicine), Employee...
Virtual
Full time
Work at office
Home office
Flexible hours
CFMWS
Ottawa, ON
11 days ago
Analyste financier F/H - Finance, trésorerie (H/F)
$58.78k - $73.53k per year
...Job Title: Financial Analyst Financial Services Permanent Detailed Description Today, the Royal College has over 55,000... ...0-0-0-0-0-0-0-0-0-0-0-0-0-0-0-0-0 Titre du poste Analyste financier ou analyste financière Services financiers Poste permanent...
Daily paid
Permanent employment
Full time
Apprenticeship
Summer work
Work at office
Work from home
Royal College Careers
Ottawa, ON
more than 2 months ago
Account Manager, Building Construction Survey Solutions (Ottawa / Gatineau)
...Group, specializes in providing Trimble construction technology solutions that connect office to field, helping contractors improve productivity... ...is an asset. ~ Knowledge of construction procedures and virtual design and construction (VDC) workflows is an asset. ~...
Virtual
Long term contract
Full time
For contractors
Work at office
Cansel Group Of Companies
Ottawa, ON
7 days ago
Financial planning and analysis analyst
...Work For", and we're proud of our team for receiving awards for workplace effectiveness and flexibility. What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help...
Full time
Hyatt Regency Wichita
Ottawa, ON
more than 2 months ago
Service Advisor - Full Time
$59.03k - $73.78k per year
...Toromont Cat is looking for a Service Advisor to join our team in Ottawa! This position will provide technical direction and accountability for scheduling all equipment repairs with both the internal and external teams within the service operations, while maintaining good...
Full time
Local area
Flexible hours
Toromont Cat
Ottawa, ON
more than 2 months ago
Leader Analyst Trade Finance
$120k - $145k per year
...just be in the right place! We’re looking for a Lead Strategic Financial Analyst to join our Finance team across North America ,... ...and provide exceptional customer experiences. Our cloud commerce solution transforms and unifies online and physical operations, multichannel...
Remote job
Full time
Flexible hours
Lightspeed Commerce
Ottawa, ON
a month ago
VP, Commercial Financial Services
$170k - $180k per year
...Commercial Credit and Portfolio Management, the VP Commercial Financial Services is accountable for driving profitable growth through a... ...and influence across Alterna to generate referrals, integrate solutions, share expertise, and support enterpriseâwide growth. Risk...
Full time
Local area
Alterna Savings
Ottawa, ON
more than 2 months ago
Financial Management Advisor (Financial Planning)
...organization, with the responsibility for providing financial support to assigned programs. Dependent... ...first day of employment, along with: Virtual Health Care (24/7 access to medical... ..., that also includes access to Financial Advisors providing investment advice and comprehensive...
Virtual
Permanent employment
Full time
Part time
Work at office
Remote work
Worldwide
Flexible hours
Lockheed Martin Corporation
Ottawa, ON
2 days ago
Solar Advisor - Upcoming Opportunity
$25 per hour
...Kognitive Sales Solutions is seeking driven, results-oriented Solar Advisor to join our growing team on behalf of an established solar energy company. In this full-time, dual-channel role, you will work both in the field through direct door-to-door outreach and as a field...
Full time
Relocation
Long distance
Kognitive Sales Solutions
Ottawa, ON
more than 2 months ago
Business Development Manager - Digital Solutions
...Company Description Canadian Financial is one of the fastest growing fintech companies in Canada and is the most diversified Financial... ...financial hub allows our clients to create tailored funding solutions by leveraging our diverse financial offerings; our vendors to excel...
Long term contract
Full time
Temporary work
Fynd
Ottawa, ON
more than 2 months ago
Workflow Solutions Specialist - Ottawa
$70k - $85k per year
...The Workflow Solutions Specialist focuses on designing, developing, and implementing efficient and automated workflows for customer deployed applications. Their duties include improving the user experience, streamlining processes, and ensuring seamless integration across...
Full time
Work at office
Home office
Night shift
Early shift
Signiant
Ottawa, ON
more than 2 months ago
Analyste financier(ère) - Projets
...TEHORA est présentement à la recherche d’ un(e) Analyste financier(ère) – Projets afin de soutenir le suivi et l’optimisation de la performance financière des mandats. La personne retenue jouera un rôle clé dans l’analyse des coûts, des revenus et des marges, en contribuant...
Hourly pay
Full time
Contract work
Apprenticeship
Remote work
Flexible hours
Tehora
Ottawa, ON
more than 2 months ago
Responsable financier de projet
...intégrés, services, infrastructures, et solutions de signalisation et de mobilité numérique... ...à profit votre expertise en gestion financière dans un domaine de pointe. Vous travaillerez... ...Vous jouerez un rôle clé dans le succès financier de projets à forte visibilité en...
Daily paid
Full time
Apprenticeship
Flexible hours
Alstom
Ottawa, ON
19 hours ago
Virtual Recruiter - Ottawa
$20 per hour
..., we are building a community of educators and childcare centres who mutually benefit from our connections. About the Role: As a Virtual Recruiter, you will be responsible for actively recruiting child care staff, managing and maintaining the interview process and onboarding...
Virtual
Hourly pay
Long term contract
Permanent employment
Contract work
Temporary work
Part time
Local area
10 hours per week
1 day per week
Sentient HR Services Inc.
Ottawa, ON
17 days ago
Senior Defence Solutions Engineering Specialist
...Telesat (Nasdaq and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 55 years. Backed by a legacy of engineering...
Full time
Casual work
Internship
Worldwide
Telesat Corporation
Ottawa, ON
more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Virtual Financial Solutions Advisor. Be the first to apply!