Financial Planner- Ottawa- Ontario

3 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time

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.



  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below.This position is an advisor support position that provides technical support to a lead advisor. Responsibilities include data gathering and analysis, development of...


  • Ottawa, Ontario, Canada Hydro Ottawa Full time

    Without you, we'd be in the dark.You enjoy working outside with your hands, on a team that collaborates to get things done. You love the changing and challenging problem-solving work of a System Operations Planner. Through your education and recent experience, you've developed the insight to see how a job will unfold and the best way to safely get it...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 188707 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 188707 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...

  • Financial Planner

    1 week ago


    Ottawa, Ontario, Canada Meridian Full time

    Financial Planner Opportunity at Meridian Wealth Our Meridian Wealth team is seeking experienced Financial Planners, as well as individuals working towards their CFP or PFP, for future opportunities with us. At Meridian, we aim to integrate our purpose into everything we do for people, the planet, and communities. Our Wealth practice at Meridian holds the...

  • Planner

    1 week ago


    Ottawa, Ontario, Canada WSP Global Inc. Full time

    WSP is currently seeking a Planner to join our Planning team, located at our Ottawa Office. Responsibilities for Internal Candidates Working with a team on a range of land development projects including residential, retail/commercial, industrial, institutional and utility uses; Preparing reports including Due Diligence, Highest and Best Use, Development...


  • Ottawa, Ontario, Canada University of Ottawa, Ontario CANADA Full time

    Details Posted: 19-Apr-24 Ottawa, Ontario, Canada Type: Full Time Categories: Operations Academic Designation: Academic Work Function: Mathematics Preferred Education: Doctorate The at the invites applications for a Tier 1 Canada Research Chair (CRC) in Financial Mathematics. Located on the unceded ancestral land of the Algonquin people,...

  • Financial Planner

    1 week ago


    Ottawa, Ontario, Canada Scotiabank Full time

    About the Financial Planner Role at ScotiabankJoin a purpose-driven team at Scotiabank, where we are committed to delivering results and fostering an inclusive, high-performing culture.About the role:As a Financial Planner, your main focus is on building and enhancing client relationships by offering top-notch advice and service in the mass affluent market....

  • Assistant Planner

    1 week ago


    Ottawa, Ontario, Canada University of Ottawa Full time

    Job title under reviewThe University of Ottawa—A crossroads of cultures and ideasThe University of Ottawa is home to a dynamic community of over 50,000 students, faculty and staff, who live, work and study in both French and English. Our campus is a crossroad of cultures and ideas, where bold minds come together to inspire game-changing ideas. We believe...

  • Financial Analyst

    1 week ago


    Ottawa, Ontario, Canada The Ottawa Hospital Full time

    About The Ottawa Hospital: Inspired by research and driven by compassionThe Ottawa Hospital (TOH) is one of Canada's largest learning and research multicampus hospitals. With more than 1,100 beds and approximately 12,000 staff members, we deliver specialized care to the Eastern Ontario region. From the compassion of our people to the relentless pursuit of...

  • Financial Planner

    1 week ago


    Ottawa, Ontario, Canada Scotiabank Full time

    About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique...


  • Ottawa, Ontario, Canada Miller Waste System Full time

    DISTRICT CONTROLLER - ONTARIOLocation: Ottawa, OntarioPosition Type: Full-time - PermanentReporting: VP of FinanceStart Date: To be determinedResponsibilities: Key responsibilities include, but are not limited to:Ownership of all aspects of local divisional accounting, including full P&L preparation and presentation to management. Ensure deadlines are met to...


  • Ottawa, Ontario, Canada beBee Professionals Full time

    BeBee Professionals is looking for a Corporate Event Planner to join our team in Ottawa. The successful candidate will be responsible for the planning and execution of corporate events, including conferences, meetings, and other special events.The ideal candidate should have a minimum of 3 years of experience in event planning, excellent organizational and...


  • Ottawa, Ontario, Canada The Ottawa Hospital Full time

    About The Ottawa Hospital: Inspired by research and driven by compassion The Ottawa Hospital (TOH) is one of Canada's largest learning and research multicampus hospitals. With more than 1,100 beds and approximately 12,000 staff members, we deliver specialized care to the Eastern Ontario region. From the compassion of our people to the relentless pursuit of...

  • Urban Planner

    1 week ago


    Ottawa, Ontario, Canada Dillon Consulting Limited Full time

    Overview:Are you someone with strong leadership and technical capabilities? Do you enjoy building relationships and working collaboratively in a team environment with both internal and external stakeholders? Are you a thought leader, a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation in a flexible work environment, this...


  • Ottawa, Ontario, Canada CareGuide] Full time

    Looking for a reliable and experienced housekeeper in Ottawa, Ontario. The ideal candidate should have significant experience in cleaning general rooms, kitchen, fridge cleaning, and window washing. This is a part-time position paying $17.0 per hour. If you have a keen eye for detail and take pride


  • Ottawa, Ontario, Canada CareGuide] Full time

    Are you a meticulous housekeeper with a keen eye for detail? I'm looking for a reliable and experienced individual to help maintain my home in Ottawa, Ontario. The ideal candidate should be proficient in cleaning bathrooms, general rooms, and kitchens, as well as be able to handle window washing. I


  • Ottawa, Ontario, Canada CareGuide] Full time

    Are you a detail-oriented housekeeper in Ottawa, Ontario? I'm looking to hire a reliable and experienced housekeeper to help maintain my home. The ideal candidate will be responsible for various cleaning tasks, including dishes, general room cleaning, oven and fridge cleaning, and window washing. I'


  • Ottawa, Ontario, Canada Ottawa Festival Network Full time

    Job Summary: This position is funded through Ontario's Job Creation Partnerships (see more details below). The Ottawa International Animation Festival (OIAF) is one of the leading events of its kind in the world. It's an annual five-day event with a total attendance of 28,000 attracting artists, producers, students and animation fans from around the world....


  • Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 196530Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team.As a Financial Consultant, Regional...