Best Business Banking Service Ottawa Near Me

4worldlovers: Our business centre’s mission is to help create and develop strong businesses in Ottawa West.

Whether you are looking to apply online for a small business loan, or need additional financing for a larger project, our financing solutions are designed to protect cash flow and help grow your business.

4worldlovers: TD Waterhouse Discount Brokerage is Canada's leading provider of discount brokerage services. Self-directed investors have access to the comprehensive support, guidance and resources they need to make informed and confident investment decisions.

TD Waterhouse Discount Brokerage offers a variety of products and services designed to help investors achieve their financial goals. Through Investor Service Centres across the country, teams of highly trained Investment Representatives are available to assist clients in placing trades, accessing information or answering product and service-related questions. Specialists are available to help clients with their specific mutual funds, options and fixed-income needs. President's Account Representatives are dedicated to servicing the unique needs of the active trader and high value clients.

TD Waterhouse Institutional Services (TDWIS) provides comprehensive outsourcing solutions for financial services organizations in Canada including: global trade execution, clearing, account administration, and a variety of value-added products and services to retail and institutional brokerage firms, Investment Counselors, and IDA member firms.

This position introduces an employee to the fast-paced, high energy self-serve brokerage industry. The IR will execute securities trades and support the TD Waterhouse Discount Brokerage brand by providing genuine, knowledgeable, and superior customer service to clients who are seeking accurate, timely market information, activity & developments, and company products, services & account information. The IR is also accountable for exploring business development opportunities with existing TD Waterhouse Discount Brokerage clients.

Further career development options include more progressive roles within Discount Brokerage and other areas of Wealth Management such as: Senior Investment Representative, Resource Officer, Team Manager, Customer Service Manager, Financial Planning Associate, Financial Planner and Developing Investment Advisor.

The BDA participates in the promotion and sales of TD Waterhouse products & services, including presentations to the investing public and representing TD Waterhouse at Trade Shows. The BDA also participates in client (internal & external) seminars and training courses regarding TD Waterhouse products & services under the direction of the Business Development Manager. Business development activities including referrals to TD Bank Financial Group partners are a key component of this role.

Career development options include Financial Planner, Business Development Manager, and other business development/sales roles within TD Bank Financial Group.

CSC (further industry courses will be required as BDM progresses in role)

This is a key sales and marketing position within TD Waterhouse Discount Brokerage. The BDM supports the TD Canada Trust Branch teams by being the primary contact, providing sales training and pro-actively developing other sales initiatives to promote the TD Waterhouse brand in the Retail Branch network. An important accountability of this role is to develop, execute, and evaluate strategic sales plans and business development projects in partnership with TD Canada Trust branches and Wealth Management partners.

Regional Manager, TD Canada Trust Retail Bank positions, senior sales/business development positions within other TD Bank Financial Group businesses. Developing Investment Advisor is also a career development option.

To build and maintain strong relationships with institutional clients through coordination of effort with various internal departments and divisions within TD Waterhouse & TD Bank Financial Group, providing trading and problem resolution support. The Account Manager will provide clients with guidance on TD Waterhouse Institutional Services policies, procedures, and training that directly impact their business.

Career development options include client service and relationship management positions in other Wealth and TD Bank Financial Group areas. Team Manager, Supervisor, specialized communication and product support positions in TD Waterhouse Institutional Services and management positions in Wealth Operations.

Financial Planners offer financial planning and advice with a focus on retirement and investment planning, tax minimization strategies and assessments of insurance, will and estate planning needs. Financial Planners work closely with the TD Canada Trust Retail Bank with approximately 70% of their business sourced on referrals from the Retail Bank's mass affluent customer segment. Each client receives a financial plan that identifies their clients' goals and potential barriers, and recommends appropriate solutions. The Financial Planner then works with the client to provide ongoing advice and support with a focus on a long term relationship.

Post hire must meet licensing requirements including CPH and & 90 day training