Wealth & Investment Advisor — Remote
BMO Financial Group
Nous recrutons chez BMO Financial Group un conseiller en ventes et service pour le secteur de la gestion de patrimoine, en mode remote au Canada. Le candidat analyse les besoins des clients et propose des stratégies d’investissement adaptées, tout en assurant le respect des procédures et en atteignant les objectifs de vente.
Le rôle exige une connaissance des produits BMO et des certifications pertinentes; une expérience en banque d’investissement et une aptitude à communiquer en anglais et en
#J-18808-LjbffrVacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Wealth & Investment Advisor — Remote in Ottawa, ON vacancy
$70 - $95 per hour
...firm is seeking experienced Financial Advisors to join a project with a top AI... ...financial expertise to enhance AI systems in wealth management and investment advisory workflows. Responsibilities... ...hourly rate of $70-$95 and is fully remote, part-time. #J-18808-LjbffrRemote workHourly payPart timeMercor
Ottawa, ON19 hours ago- Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview...Remote workFull timeImmediate start
TalentSphere Staffing Solutions
Ottawa, ON19 hours ago - ...Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding... ...client education and developing long-term relationships in a remote/hybrid setting across Canada. The position requires a...Remote workLong term contract
Fidelity International
Ottawa, ON19 hours ago $100k - $140k per year
...leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing... ...strategies and managing client relationships remotely. Candidates should have at least 5 years in...Remote workFlexible hoursFidelity Canada
Ottawa, ON19 hours ago- ...BMO Financial Group offers a 100% remote Investment Specialist role in Canada, focused on wealth and investment guidance via inbound calls. The position emphasizes strong customer relationships, trust-building, and comprehensive wealth advice from home. Ideal candidates have...Remote work
BMO U.S.
Ottawa, ON19 hours ago $70 - $95 per hour
...is hiring experienced Financial Advisors to collaborate with a top AI research... ...systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You’ll play a... ...week, part-time Schedule: Fully remote, asynchronous, flexible hours...Remote workContract workPart timeImmediate startFlexible hoursMercor
Ottawa, ON19 hours ago$60.5k - $93.5k per year
A leading investment firm in Canada seeks a Wealth Advisor to assist clients in building financial futures. The role offers a flexible, 100% remote work schedule and requires strong communication skills, a university degree in finance, and 5+ years in the financial services...Remote workFlexible hoursFidelity Canada
Ottawa, ON9 hours ago- ...Alterna Savings is seeking a Virtual Advisor, Wealth Desk in Toronto to manage a portfolio of member relationships with investable assets generally under $100,000. You will deliver investment advice, portfolio reviews, account maintenance and high-quality service through phone...Remote work
Alterna Savings
Ottawa, ON19 hours ago - ...Inc. is seeking highly driven financial professionals for a 100% remote, permanent role in Canada. The position focuses on business... ...management after onboarding. Ideal candidates have 24+ months IIROC/CIRO Investment Dealer registration and 5+ years in financial services. CIM and...Remote workPermanent employment
TalentSphere Staffing Solutions Inc.
Ottawa, ON19 hours ago - Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while... ...financial needs. Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth...Long term contractFull timeFlexible hours
RBC Dominion Securities
Ottawa, ON19 hours ago - A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess...Remote work
TalentSphere Staffing Solutions
Ottawa, ON19 hours ago - ...Fidelity Canada is seeking a Wealth Advisor to support clients remotely across Canada. You will advise on portfolios, prepare client plans, and partner with internal teams to execute client strategies. A focus on onboarding, relationship-building, and proactive education is...Remote work
Fidelity International
Ottawa, ON19 hours ago - ...at SupportMyMac. What Is The Job? As a Technology Success Advisor , you'll help our clients make smart technology decisions that... ...respect, trust, and accountability are core to how we work. Invest in Your Growth Your personal and professional development matters...Long term contractWork at office
SupportMyMac
Ottawa, ON10 days ago $38k - $60k per year
...opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are... ...clients achieve their financial goals. As an Associate Advisor, you will work with the Investment Advisor team and be responsible...Full timeWork at officeFlexible hoursRBC
Ottawa, ON19 hours ago$5000 per month
...Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial... ...model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve... ...individuals and institutions a range of trusted investment portfolios and services – and we’re...Remote workLong term contractFull timeHome officeFlexible hoursFidelity Canada
Ottawa, ON19 hours ago$65.17k - $86.9k per year
...emerging markets? We are looking for Analysts to join our investments teams! Join FinDev Canada, Canada’s development finance institution... ...a diverse and talented team from around the world that brings a wealth of experience, knowledge, and passion to everything we do. We...Permanent employmentContract workInternshipWork at office3 days per week- TalentSphere seeks a Private Client Adviser – Financial Planner / Securities Specialist / Wealth Adviser to join our 100% remote, Canada-wide team (excluding Quebec). Base salary $100,000 with Year 1 OTE of $180,000–$500,000+, uncapped commissions, and long-term earning potential...Remote workLong term contract
TalentSphere
Ottawa, ON19 hours ago - ...during the hiring process. Scope of Position The Virtual Advisor, Wealth Desk is responsible for managing and retaining a portfolio of... ...relationships primarily consisting of households with less complex investment needs and investable assets generally under $100,000. Through...Work at office
Alterna Savings
Ottawa, ON19 hours ago - ...the branch sales team. You will manage an assigned client portfolio, promote proprietary investment products, and deliver customized financial strategies including retirement, wealth, and estate planning. You will collaborate across partners, leverage planning tools, and...
Scotiabank
Ottawa, ON19 hours ago - A leading financial institution is seeking a dedicated financial planner in Ottawa to promote growth in proprietary investment business. Responsibilities include providing trusted financial advice, conducting client reviews, and crafting personalized financial strategies. Ideal...
Scotiabank
Ottawa, ON19 hours ago - Kickstart your financial advisory career with ScotiaMcLeod’s Wealth Advisor Development Program, launching on January 4, 2027. Focus on delivering... ...designation preferred • Completion of CIRO's Canadian Investment Regulatory Exam • Exceptional verbal and written communication...
Scotiabank
Ottawa, ON19 hours ago - ...Zohorecruit is seeking a Canadian Private Client Adviser who will focus solely on sales with lead flow provided. You will present wealth management solutions to high-net-worth prospects from a home office, covering a local territory within driving distance, with corporate office...Remote workWork at officeLocal areaHome office
CNI Consulting Inc.
Ottawa, ON19 hours ago - ...Scotiabank in Ottawa is seeking a Customer Care Advisor - Investments to be the voice for clients across Canada, delivering service and guidance on investment and banking inquiries. You will build relationships, provide solutions aligned with financial goals, and assist clients...Shift work
Scotiabank
Ottawa, ON19 hours ago $5000 per month
...work model, you will have a flexible, 100% remote work schedule Posting for various... ...individuals and institutions a range of trusted investment portfolios and services - and we're... ...Do The primary responsibility of the Wealth Advisor is to provide support and excellent client...Remote workLong term contractHome officeFlexible hoursFidelity International
Ottawa, ON19 hours ago$65.17k - $86.9k per year
...à apporter des changements positifs sur les marchés émergents ? Nous recherchons d'analystes pour se joindre à nos équipes d'investissement! Rejoignez FinDev Canada, l’institution financière de développement du Canada ! Nous travaillons avec et par l’intermédiaire du...Permanent employmentContract workWork at officeWorldwideDay shift- Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role. Harbourfront Wealth, a leader in financial services, is seeking a dedicated...Remote workPart timeWork at office
Harbourfront Wealth Management
Ottawa, ON19 hours ago - ...ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management... ...Thinking ® approach brings together investment, wealth planning, and advisory specialists... ...clients' lives. Scotia McLeod Wealth Advisor Development Program Start Date: January...Long term contractFlexible hours
Scotia Wealth Management
Ottawa, ON19 hours ago - ...ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management... ...Thinking ® approach brings together investment, wealth planning, and advisory specialists... ...your clients' lives. ScotiaMcLeod Wealth Advisor Development Program : Start Date January...Long term contractFull timeTemporary workFlexible hours
Scotiabank
Ottawa, ON19 hours ago $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 timeLocal areaFlexible hoursToromont Cat
Ottawa, ONmore than 2 months ago- ...be our best and welcome new ideas to deliver positive Individual Wealth Administrator is responsible for the administration of new... ...productsProvide excellent client relationship and servicing of our advisors MGAs policyholders and/or wholesaler team through all channels (...Permanent employmentFull timeInternshipWork at officeWork from homeHome office1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Investment Advisor — Remote. Be the first to apply!
Related searches
- financial advisor part time Ottawa, ON
- financial planning consultant Ottawa, ON
- associate financial representative Ottawa, ON
- financial advisor assistant Ottawa, ON
- financial planner work from home Ottawa, ON
- conseiller financier - finances personnelles Ottawa, ON
- financial advisor trainee Ottawa, ON
- associate financial advisor Ottawa, ON
- financial advisor - full time Ottawa, ON
- planificateur financier Ottawa, ON