Financial advisor jobs in Ottawa, ON and nearby

Financial advisor jobs within 25 km of Ottawa, ON, Canada. Nearby towns and cities are included. Distances are straight-line, not driving distances.

Counted Nov 1, 2026

Hiring at a glance

View jobs

Open jobs: 77
Employers: 22

Advertised starting pay

Not enough comparable pay figures yet.

Employer-advertised starting pay, not employee salaries. Currencies and pay periods stay separate.

Where work happens

Remote: 0%0 listings
Hybrid: 19%15 listings
On-site: 77%59 listings

Not specified: 4% (3 listings)

Employers hiring include RBC (16), Royal Bank of Canada (13), Scotiabank (12).

Sources & calculation notes

These figures describe the listings on this role page at the date shown, not the whole job market. Listings can change.

Employer-listed minimums from at least 10 listings per currency and pay period. These are advertised starting amounts, not employee salaries. Jobs without a minimum and unusual amounts are excluded.

Hybrid and on-site classifications may be inferred from descriptions. Check the original ad. How we count

Financial advisor jobs in Ottawa, ON and nearby

Within 25 km

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Added 2 days ago
Financial Advisor
The Canada Life Assurance Company
Ottawa, ON
As a Financial Advisor you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental…
Added 2 days ago
Financial Advisor/Senior Financial Advisor - Hazeldean, Kanata, ON
Scotiabank
Ottawa, ON
Added 2 days ago
NB
Financial Planner
National Bank of Canada
Gatineau, QC
- Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you…
Added 4 days ago
C
Financial Advisor CIRO-ID (Urban)
CIBC
Ottawa, ON
- Full-time
Added 4 days ago
C
Associate Financial Advisor (Multiple Locations)
CIBC
Ottawa, ON
- Full-time
Added 5 days ago
Financial Advisor - Southgate Shopping Center
Scotiabank
Ottawa, ON
Added 6 days ago
RB
Private Banking Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
Please Note: This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region.
Added 6 days ago
R
Private Banking Advisor
RBC
Ottawa, ON
- Full-time
Please Note: This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region.
Added 9 days ago
Senior Financial Advisor, FP&A Systems & Data (SAP)
VIA HFR - VIA TGF Inc
Ottawa, ON
Would you like to take on a stimulating, high-impact challenge? We are looking for a Senior Financial
Added 9 days ago
T
Financial Planner - Gatineau
TD
Gatineau, QC
- Full-time
Added 9 days ago
RD
Associate Investment Advisor
RBC Dominion Securities
Ottawa, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 9 days ago
RD
Associate Wealth Advisor
RBC Dominion Securities
Ottawa, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 9 days ago
RB
Financial Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 10 days ago
R
Financial Advisor
RBC
Ottawa, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 10 days ago
DF
Financial Advisor
Desjardins Financial Security Independent Network
Ottawa, ON
- Full-time
Being an independent financial services professional means that you are your own boss.
Added 11 days ago
D
Personal Finance Advisor
Desjardins
Gatineau, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 12 days ago
RB
Financial Planner Relationship Intern
Royal Bank of Canada
Gatineau, QC
- Full-time
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 12 days ago
R
Financial Planner Relationship Intern- EN
RBC
Gatineau, QC
- Full-time
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 12 days ago
R
Financial Planner Relationship Intern
RBC
Gatineau, QC
- Full-time
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 14 days ago
NB
Banking advisor
National Bank of Canada
Gatineau, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 15 days ago
RB
Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 15 days ago
RB
Associate Investment Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 15 days ago
R
Associate Investment Advisor
RBC
Ottawa, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 15 days ago
R
Associate Wealth Advisor
RBC
Ottawa, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 16 days ago
MC
Financial Planner, Wealth Advice Centre
Meridian Credit Union
Ottawa, ON
- Full-time

RBC

Associate Wealth Advisor

Ottawa, ON, Canada

$38,000.00- $60,000.00 · Full-time

This date has passed. Check with the employer before applying.

Apply About employer

Applications open in a new tab.

Job details

Pay: $38,000.00- $60,000.00
Job type: Full-time
Listed closing date: Oct 29, 2026
Experience: Must have minimum of 5 years relative industry experience managing clients and creating financial plans
Posting language: English
Posted: Oct 15, 2026

Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

Assist customers in the development of investment strategies and selecting the best products to support such strategies.
Support cross-sells of banking services and counsels customers on financial matters and investment instruments.
Expand existing relationships and develops new customer relationships through prospecting, networking, and referrals.
Establish individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.
Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
Help build and execute business plans, Wealth Management objectives and client service plans.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
Conduct ongoing research on markets and investments and provide regular updates to the advisory team.

What do you need to succeed?

Must Have

Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE).
Relationship management and financial planning experience
Must have minimum of 5 years relative industry experience managing clients and creating financial plans
Exceptional written and verbal communication skills in English
Strong skills working with business applications/technology, including Microsoft Office Suite

Nice to Have

Wealth Management Essentials, Qualified Associate Financial Planner (QAFP), and Certified Financial Planner (CFP) an asset
4 years or more of professional experience within the investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
Challenging work that will help you grow professionally
Ongoing opportunities to build close relationships with clients

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

45 O'CONNOR ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-23

Application Deadline:

2026-10-29

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$38,000.00- $60,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.5x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

You will assist the Investment Advisor team in developing investment strategies, managing client relationships, and providing proactive financial advice. Additionally, you will be responsible for prospecting new clients, conducting market research, and executing business plans to support wealth management objectives.

Requirements

Candidates must possess at least 5 years of industry experience, including expertise in financial planning and client relationship management. Required certifications include the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE).

Skills

Customer service
Financial planning
Investment management
Relationship management
Prospecting
Networking
Portfolio management
Market research
Business planning
Communication skills
Problem solving
Analytical skills
Microsoft Office Suite
Investment strategies
Client service

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisor
Financial Planning
CIRE
RSE
QAFP
CFP
Investment Strategies
Portfolio Management
Prospecting
Networking
Microsoft Office Suite
Market Research
Banking Services
Business Planning
Centers of Influence
Investment Instruments
Financial Goals
Wealth Management Essentials

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