Current jobs related to Financial Planner- Ottawa- Ontario - Ottawa, Ontario - Scotiabank
-
Assistant to Financial Planner
1 month ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAssistant to Financial PlannerWelcome to Desjardins Financial Security Independent Network - Ottawa #118. We are currently seeking an Assistant to Financial Planner to support our expanding operations. Below are the details of this opportunity.This position entails assisting a lead financial advisor with various tasks, including data analysis, financial...
-
Financial Services Planner
3 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeUnlock Your Potential as a Financial Services PlannerAre you a motivated and entrepreneurial individual looking to build a successful career in the financial services industry? Do you have a passion for helping others achieve their financial goals? If so, we invite you to explore the exciting opportunity to join our team as a Financial Services Planner with...
-
Financial Services Planner
3 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeUnlock Your Potential as a Financial Services PlannerAre you a motivated and entrepreneurial individual looking to build a successful career in the financial services industry? Do you have a passion for helping others achieve their financial goals? If so, we invite you to explore the exciting opportunity to join our team as a Financial Services Planner with...
-
Financial Planner
1 week ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Ottawa. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning,...
-
Financial Planner
1 week ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Ottawa. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning,...
-
Financial Planner Ottawa
3 days ago
Ottawa, Ontario, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
-
Financial Planner Ottawa
4 days ago
Ottawa, Ontario, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
-
Financial Planner, Ottawa
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for...
-
Financial Planner, Ottawa
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for...
-
Financial Planner, Ottawa
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Financial Planner, Ottawa
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Financial Planner
4 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and results-driven Investment & Personal Banking Specialist to join our team in Ottawa, Ontario. As a key member of our branch sales team, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.Key ResponsibilitiesEstablish and...
-
Financial Planner
4 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and results-driven Investment & Personal Banking Specialist to join our team in Ottawa, Ontario. As a key member of our branch sales team, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.Key ResponsibilitiesEstablish and...
-
Financial Planning Assistant
1 week ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeFinancial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to support our team. This role is an exciting opportunity for a detail-oriented individual to provide technical support to our lead advisors.The Financial Planner Assistant will be responsible for...
-
Financial Planning Assistant
1 week ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeFinancial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to support our team. This role is an exciting opportunity for a detail-oriented individual to provide technical support to our lead advisors.The Financial Planner Assistant will be responsible for...
-
Planner II
6 days ago
Ottawa, Ontario, Canada City of Ottawa Full timeLead a team of planners in the development and delivery of growth activities, including long-range land use planning, infrastructure planning, and economic development. Job Description The Planning, Infrastructure and Economic Development department is responsible for planning and delivering growth activities, including long-range land use planning,...
-
Financial Planning Assistant
2 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeFinancial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key support role, you will provide technical assistance to our lead advisors, helping them deliver exceptional client service.This is an exciting opportunity for a...
-
Financial Planning Assistant
2 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeFinancial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key support role, you will provide technical assistance to our lead advisors, helping them deliver exceptional client service.This is an exciting opportunity for a...
-
Senior Financial Planner
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Scotiabank. As a Senior Financial Planner, you will play a key role in delivering exceptional financial planning experiences to our clients.Key ResponsibilitiesContribute to the overall success of the MD Client Value Performance in Canada by executing...
-
Senior Financial Planner
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Scotiabank. As a Senior Financial Planner, you will play a key role in delivering exceptional financial planning experiences to our clients.Key ResponsibilitiesContribute to the overall success of the MD Client Value Performance in Canada by executing...
Financial Planner- Ottawa- Ontario
3 months ago
Requisition ID: 198751
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
Is this role right for you? In this role, you will:
- Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
- Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for
- Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
- Be highly engaged, educating customers, providing relevant insights and expert advice
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- A minimum three years experience of financial planning and investment sales experience
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers and partners
What's in it for you?
- A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role
- Ability to make a lasting impact on an assigned book of customers
- An inclusive culture where we value and recognize our employees' contributions
- An organization committed to making a difference in our communities - for you and your customers
Location(s): Canada : Ontario : Ottawa
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
