Wealth Management Advisor salaries in Ottawa, ON

Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).

$37,500–$50,000 a year

5 days ago

Organize and coordinate logistics for peer groups, workshops, and other program-specific events and initiatives.

$54,400–$81,600 a year

13 days ago

Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing…

College or technical diploma and 3 years of experience OR bachelor’s degree in a related field. Health and wellness program, including many options.

Oversee and maintain ScaleUp program materials, including onboarding decks, program documentation, and client-facing resources to ensure they remain current and…

$63,200–$94,800 a year

Provides financial advice using some financial planning tools (e.g. cash-flow and credit management). Manages an assigned portfolio of members using financial…

$57,000–$65,000 a year