CFP Financial Planner — Client‑Focused Wealth Strategy

A leading investment firm in Ottawa is seeking a skilled Financial Planner to enhance client service through tailored financial plans. This role requires expertise in Financial Planning, a strong knowledge of various financial software, and effective problem-solving skills. The ideal candidate will hold or be nearing completion of the CFP designation and...

A prominent financial institution in Ottawa is seeking a Financial Planner to support an Advisor in delivering comprehensive wealth management plans. The ideal candidate will have a CFP or IQFP designation and at least two years of experience in financial planning. You will champion client relationships and collaborate with specialists to implement wealth...

A prominent financial institution in Ottawa is seeking a Financial Planner to support an Advisor in delivering comprehensive wealth management plans. The ideal candidate will have a CFP or IQFP designation and at least two years of experience in financial planning. You will champion client relationships and collaborate with specialists to implement wealth...

A leading investment firm in Canada seeks a Financial Planner in Ottawa. This role focuses on preparing financial plans and optimizing tax strategies for a growing client base. The ideal candidate has expertise in financial planning and client service, ideally holding a CFP® designation. You will enjoy competitive compensation, comprehensive benefits, and a...

Requisition ID: 210439As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

Job Description Financial Planner Assistant Join Our Growing Team!Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management,...

Requisition ID: 191739 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

Requisition ID: 210439 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.  When you join ScotiaMcLeod, you’ll be...

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver...

At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. How does the role impact the organization? The Financial Planner will be...