Financial Advisor

CAPCORP Financial; Ottawa; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Ottawa is seeking a Director of Marketing & Operations. The role involves promoting financial solutions, building client relationships, and ensuring compliance with industry regulations. Candidates should have a university degree and strong interpersonal skills. This position offers a competitive salary, bonuses, and opportunities for career development.

Benefits

Career development opportunities

Comprehensive benefits package

RRSP matching

Work “n” Well program

Social events

Community service activities

Qualifications

• University degree and bilingual in French/English are highly valued.
• Understanding of the financial sector and previous sales or client relationship experience.

Responsibilities

• Promote financial solutions in Employee Benefits, Wealth Management, and Insurance Planning.
• Work directly with clients to meet their needs and ensure solutions match their goals.
• Build and grow client relationships, attracting new opportunities for financial planning.

Skills

Relationship building

Empathy

Motivation

Multi-tasking

Strategic thinking

Education

University degree

Job description

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Direct message the job poster from CAPCORP Financial

Director of Marketing & Operations at CAPCORP Financial

Looking for a career with a great company that values your unique contribution and believes in building an amazing team!

CAPCORP is an industry leader providing trusted advice to our financial planning and employee benefits clients. Our team specializes in offering unique, comprehensive solutions and support to companies in a wide range of industries. As a Financial Advisor, you will ensure and establish strong, enduring relationships with both existing and new clients, providing financial products and solutions tailored to their needs.

In this role, you will provide industry-leading advice, products, and service to valued CAPCORP clients, both by strengthening existing relationships and attracting new clients through various financial solutions.

You Are:

• Looking for a career with a company that values your contribution and believes in building an amazing team
• Someone who enjoys variety in your day-to-day tasks and takes on new challenges
• Empathetic, with the ability to motivate others and engage their commitment to take action
• A natural relationship builder who enjoys meeting new people and facilitating beneficial connections
• Motivated and results-oriented
• Believes in the value of advice to clients
• Capable of working in a fast-paced environment where your work makes a difference
• A strategic thinker, viewing ideas as the beginning of the journey
• Energetic and able to multi-task
• Independent, yet resourceful in bringing in team support when needed
• Knowledgeable in financial services or a recent graduate seeking a new career
• Fun and positive

You Will:

• Promote our leading financial solutions in Employee Benefits, Wealth Management, and Insurance Planning
• Work directly with clients to meet their needs, solve problems, and ensure solutions match their goals
• Build and grow client relationships, attracting new opportunities for financial planning
• Reaffirm our reputation as the best in the business
• Ensure compliance with industry regulations

Other Desirable Skills and Abilities:

University degree and bilingual in French/English are highly valued. Additional assets include understanding of the financial sector and previous sales or client relationship experience.

What Makes CAPCORP a Great Place to Work?

This is a place where your voice matters and you can excel. The role offers a base salary, a client base to service, and bonuses based on retention and growth. We provide opportunities for career development, a comprehensive benefits package, RRSP matching, and a focus on health and community engagement through initiatives like our Work “n” Well program, social events, and community service activities.

We welcome applications from all backgrounds. If you find this role exciting, even if you lack some qualifications, please send your resume to: [e-mail]

Seniority level: Not Applicable

Employment type: Full-time

Job function: Finance and Sales