Ottawa, On Banking advisor Jobs – 20 Openings This Week

Associate Financial Advisor
CIBC —Kemptville, ON
- Full-time
- Finance
10d
Banking Advisor
Royal Bank of Canada —Ottawa, ON
- Full-time
- Sales
Banking Advisor
National Bank of Canada —Rockland, ON
- Full-time
- Customer service
- English
- Wellness program
- Employee assistance program
10d
Personal Banking Advisor
Alterna Savings —Ottawa, ON
- $57,000–$65,000 a year
- Microsoft Excel
- Sales
- Writing skills
Quick apply
Client Advisor
Royal Bank of Canada —Ottawa, ON
- Part-time
- Sales
Expert Banking Advisor
Royal Bank of Canada —Gatineau, QC
- Full-time
- Bilingual
- Sales
- English
Client Advisor, Affinity Programs
BMS Canada Risk Services Ltd. —Ottawa, ON
- $60,000–$75,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Microsoft Office
Quick apply
12h
Developing Investment Advisor, Ottawa
TD Bank —Ottawa, ON
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
1d
Sr. Financial Advisor CIRO-MFD (Urban)
CIBC —Ottawa, ON
- Full-time
Client Advisor - Bilingual (French)
Royal Bank of Canada —Russell, ON
- Full-time
- Bilingual
- Sales
5d
Bilingual Insurance Advisor
TD Bank —Ottawa, ON
- $52,100–$73,600 a year
- Full-time
- Bilingual
- Customer service
- Bachelor's
- Paid time off
3d
Investment Advisor Assistant
Ventum Financial Corp. —Ottawa, ON
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Financial Advisor - Bilingual (Mandarin)
Royal Bank of Canada —Ottawa, ON
- Full-time
- Bilingual
- Sales
- Finance
Client Advisor - Bilingual (Mandarin)
Royal Bank of Canada —Ottawa, ON
- Part-time
- Bilingual
- Sales
Financial Security & Life Insurance Advisor
Centerpointe Financial Center —Nepean, ON
- $50,000–$60,000 a year
- Full-time
- CRM software
- Sales
- Microsoft Office
- Disability insurance
- Work from home
Quick apply
14d
Investment Advisor
Ventum Financial Corp. —Ottawa, ON
- Full-time
- Administrative experience
- Presentation skills
- Communication skills
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Associate Financial Advisor
CIBC —Kemptville, ON
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit…
10d
Banking Advisor
Royal Bank of Canada —Ottawa, ON
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying…

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Chief Financial Officer (CFO) - Retail Automotive
Confidential —North York, ON
Bachelor's degree in Accounting, Finance, Business Administration, or related discipline. Lead recruitment, performance management, succession planning, and…
$150,000–$200,000 a year
Quick apply
Regional Supervisor
Canaccord Genuity Corp. —Toronto, ON
Review credit reports including margin calls and debit balances to ensure cash requirements are met. Communicate effectively within the region and other RCMs to…
$85,000–$95,000 a year

Show more jobs in cities nearby

I want to receive the latest job alerts for banking advisor in ottawa, on

By signing in to your account, you agree to Workopolis's Terms of Service and consent to our Cookie and Privacy Policy.

Associate Financial Advisor

CIBC
Kemptville, ON

Apply Now

Job details

Full-time
10 days ago

Skills

French
Finance
CSC

Full job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed

Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Apply Now

Refine Your Search

banking advisor jobs in ottawa, on

Associate Financial Advisor

Banking Advisor

Banking Advisor

Personal Banking Advisor

Client Advisor

Expert Banking Advisor

Client Advisor, Affinity Programs

Developing Investment Advisor, Ottawa

Sr. Financial Advisor CIRO-MFD (Urban)

Client Advisor - Bilingual (French)

Bilingual Insurance Advisor

Investment Advisor Assistant

Financial Advisor - Bilingual (Mandarin)

Client Advisor - Bilingual (Mandarin)

Financial Security & Life Insurance Advisor

Investment Advisor

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for banking advisor in ottawa, on

Job seeker tools

Employer Tools

Browse

Stay Connected