Current jobs related to Financial Planner- Ottawa- Ontario - Ottawa Ontario HB, Montréal - Scotiabank

  • Mobility Planner

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada PARSONS CORPORATION Full time

    In a world of possibilities, pursue one with endless opportunities. Imagine Next!When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplace where you can be yourself. Where you can thrive. Where you can find your next,...

  • Senior Land Use Planner

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada PARSONS CORPORATION Full time

    In a world of possibilities, pursue one with endless opportunities. Imagine Next!When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplace where you can be yourself. Where you can thrive. Where you can find your next,...

  • RN - Nights, Permanent Part-time, Ottawa: Laurier Manor

    1 week ago

    Ottawa, Ontario, H2B, Montréal, Canada Extendicare Canada Inc. Part time

    Job Description REGISTERED NURSE At Extendicare, we believe that working as a team and celebrating achievements creates an environment that allows us to reach our potential. As a valued member of our RN team, you will provide care to residents in accordance with the standards of practice and offer leadership and guidance to the nursing and personal care...

  • Assistant Director of Care, Evening, New Orchard Lodge, Ottawa

    1 week ago

    Ottawa, Ontario, H2B, Montréal, Canada Extendicare Canada Inc. Full time

    Job Description Assistant Director of Care At Extendicare, we believe that working as a team and celebrating achievements creates an environment that allows us to reach our potential. As a valued member of our medical team, you will provide care to residents in accordance with the standards of practice and offer leadership and guidance to the personal care...

  • Lot Attendant

    1 week ago

    Ottawa, Ontario, H2B, Montréal, Canada Enterprise Holdings Full time

    Must be at least 18 years oldMust have a valid Ontario G or G2 driver's license with no more than 2 moving violations and/or at-fault accidents on driving record in the past 3 yearsNo drug or alcohol related conviction on driving record in the past 5 yearsMust be authorized to work in Canada and not require work authorization sponsorship by our company...

  • Learning Specialist, Financial Education

    1 week ago

    Ottawa, Ontario, H2B, Montréal, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARECFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Sr. Project Manager to lead projects from requirements definition through deployment in the aviation industry

    1 week ago

    Ottawa, Ontario, H2B, Montréal, Canada S.i. Systems Full time

    Our valued client is looking for a Sr. Project Manager to lead projects from requirements definition through deployment in the aviation industry. This position can be conducted remotely with (at minimum) periodic visits to Ottawa, ONTasks include:Assist the IM&T team in delivering services and solutions, own project progress and performance, schedule,...

  • Manager, Finance

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada Thermo Fisher Scientific Inc. Full time

    Work ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeJob DescriptionBusiness Job Title: Manager, Finance Internal Job Title: Manager, Finance - Ottawa Operations Reports To: Sr. Finance Manager NAM Operations Group/Division: SDG/MBD Career Band: 7 Job Track: Professional Position Location: Ottawa, Canada Number of Direct Reports: 0 Thermo Fisher...

  • Manager, Financial Reporting

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

  • Automotive Detailer

    7 days ago

    Ottawa, Ontario, H2B, Montréal, Canada Enterprise Holdings Full time

    Must be at least 18 years oldMust have a valid Ontario G or G2 driver's license with no more than 2 moving violations and/or at-fault accidents on driving record in the past 3 yearsNo drug or alcohol related conviction on driving record in the past 5 yearsMust be authorized to work in Canada and not require work authorization sponsorship by our company...

  • Personal Support Worker

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada Extendicare Canada Inc. Part time

    Job Description PERSONAL SUPPORT WORKERS - Part Time Positions - Extendicare MedexPersonal Support Workers (PSW) are invited to apply for part time positions to work at our 193 bed long-term care home located in Ottawa, Ontario. Under the direction of the Registered Staff, the PSW provides direct personal and nursing care to residents so as to fulfil the...

  • Summer Mover

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada TWO MEN AND A TRUCK Full time

    Hiring immediately for our busy summer season! Here at TWO MEN AND A TRUCK® our core purpose is to move people forward, and that includes our employees. Our movers and drivers work every day in an ever-changing environment with potential to see the best views this country has to offer. ABOUT THE ROLE Provide the best possible customer service by...

  • Mover

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada TWO MEN AND A TRUCK Full time

    Here at TWO MEN AND A TRUCK® our core purpose is to move people forward, and that includes our employees. Our movers and drivers work every day in an ever-changing environment with potential to see the best views this country has to offer. ABOUT THE ROLE Provide the best possible customer service by efficiently and effectively assisting the...

  • Driver

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada TWO MEN AND A TRUCK Full time

    The driver is responsible for driving a Commercial Motor Vehicle (CMV) as well as packing, moving and safely transporting household goods, office furniture and other heavy items while providing outstanding customer service to all TWO MEN AND A TRUCK® customers. The driver should have general knowledge of functional support areas, including the core...

  • Position Details

    1 week ago

    Ottawa, Ontario, H2B, Montréal, Canada Fastenal Full time

    Job Description Sales Support Unit #18-850 Industrial Ave, Ottawa, ON K1G 4K2 ON033 Single Customer Store Full-time Shift(s): MON TUE WED THU FRI 8:30pm - 5:00pm OVERVIEW: Working as Full-time Sales Support, you must have a strong interest in sales and enjoy working in a fast paced challenging environment. This is an entry level position that will provide...

  • HVAC Technician

    1 week ago

    Ottawa, Ontario, H2B, Montréal, Canada Reliance Comfort Limited Partnership oa Reliance Home Comfort Full time

    HVAC Technician Ottawa, ON, Canada Req #4982 October 30, 2024 Find Your Limitless with RelianceBy joining Reliance as a HVAC Technician you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we pride...

  • Electrician

    1 week ago

    Ottawa, Ontario, H2B, Montréal, Canada Reliance Comfort Limited Partnership oa Reliance Home Comfort Full time

    Electrician Ottawa, ON, Canada Req #4992 October 30, 2024 Find Your Limitless with RelianceBy joining Reliance as an Electrician you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we pride ourselves on...

  • Customer Service Representative

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada TWO MEN AND A TRUCK Full time

    HIRING IMMEDIATELY! TWO MEN AND A TRUCK® are NOW HIRING enthusiastic, customer-focused individuals! In this role, you will use your strategic selling skills, in-depth knowledge of company services, and compassion for others to build relationships with our customers. This is a great position for those who are self-starting and enjoy a fast-paced work...

  • Sales Associate-St Laurent Shopping Centre

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada The Children's Place canada Full time

    The Childrens Place (Place)has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment. It is therefore the policy of The Childrens Place to hire, train and promotes all of its associates and to administer all other personnel policies regardless of age, sex, disability,...

  • Bridge Engineer

    1 month ago

    Ottawa, Ontario, H2B, Montréal, Canada PARSONS CORPORATION Full time

    In a world of possibilities, pursue one with endless opportunities. Imagine Next!When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplace where you can be yourself. Where you can thrive. Where you can find your next,...

Financial Planner- Ottawa- Ontario

3 months ago

Ottawa Ontario HB, Montréal, Canada Scotiabank Full time

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Requisition ID: 198751

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

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. #J-18808-Ljbffr