Flexible Financial Planner — Client-Focused Wealth Advisor
2 weeks ago
A leading financial institution in Ottawa is seeking a Financial Planner who will drive investment sales and develop relationships with clients. This role emphasizes providing personalized financial advice, engaging with both external and internal clients, and requires strong networking and interpersonal skills. Candidates should have relevant certifications and be entrepreneurial in nature. This position offers a flexible work environment and a compensation structure that rewards client growth.
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Ottawa, Canada Scotiabank Full timeA leading financial institution in Ottawa is seeking a Financial Planner who will drive investment sales and develop relationships with clients. This role emphasizes providing personalized financial advice, engaging with both external and internal clients, and requires strong networking and interpersonal skills. Candidates should have relevant certifications...
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Financial Planner Assistant
2 weeks ago
Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeFinancial 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, this could be the...
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Financial Planner Assistant
7 days ago
Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob 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,...
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Associate Wealth Advisor
2 weeks ago
Ottawa, Canada Eagle Wealth Counsel Full time**Overview**: Calling all financial advisors looking for a role focused on client management: If you are tired of the traditional bank model, we have a great opportunity for you! As an Advisor with Eagle Wealth Counsel, you will focus solely on client servicing without worrying about sales quota requirements. Clients will be provided so there is no cold...
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ScotiaMcLeod Financial Planner
2 weeks ago
Ottawa, Canada Scotiabank Full timeRequisition 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...
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ScotiaMcLeod Financial Planner
5 days ago
Ottawa, Canada Scotiabank Full timeRequisition 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...
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ScotiaMcLeod Financial Planner
2 weeks ago
Ottawa, Canada Scotiabank Full timeRequisition 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...
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ScotiaMcLeod Financial Planner
2 weeks ago
Ottawa, Canada Scotiabank Full timeRequisition 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...
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ScotiaMcLeod Financial Planner
1 week ago
Ottawa, ON KR A, Canada Scotiabank Full timeRequisition ID: 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...
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Ottawa, Canada Leading Advisor Inc. Full time**Financial Services Administrator-Path To Financial Advisor** Are you ready to join a high-performing, proudly branded insurance and financial services agency where excellence is the standard — not the exception? We are currently seeking a **licensed, fully bilingual Financial Administrator** who is passionate about client service and eager to grow into...