Financial Planning Assistant

Job Title:Lead Servicing Financial Planner – Private WealthLocation:Ottawa, ON (In-Person)Job Type:Full-timeCompensation:Competitive Base Salary + Performance Bonus + Equity ParticipationThe OpportunityGrandmaster Financial Planningis an Ottawa-based independent Private Wealth firm partnered with Canada's fastest-growing independent IIROC/PM dealer...

Servicing Advisor Full-Time | Permanent | In-Office   About Grandmaster Financial Planning We are a team of 8 excellence-driven individuals expecting rapid growth. This aggressive expansion is an opportunity for a like-minded individual to position themselves for personal and professional growth and, most importantly, to make a difference in Canadians'...

We are a boutique fee-for-service financial planning and wealth management firm based in Ottawa. We provide a comprehensive range of financial services to individuals and their families including financial planning, tax, estate planning and investments. **Financial Planning and Client Service Assistant** Ryan Lamontagne Inc. is seeking an outgoing,...

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,...

OverviewWhat is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity...

979 Bank Street 6th Flr Ottawa Ontario,K1S 5K5 - Recommends and implements solutions based on analysis of issues and implications for the business. - Works closely with wealth and high net work consultants to coordinate workflow, identify efficiencies and issues, and to refer clients. - Leads the Support Bureau for Investment Advisors to include, but is not...

979 Bank Street 6th Flr Ottawa Ontario,K1S 5K5 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...

Requisition ID: 244997 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.” What...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your...