Financial Planner: Flexible, Mobile Client Advisory

A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a...

A leading North American bank is seeking a Financial Planner to build and deepen client relationships with a focus on investment and financial planning. The role involves proactive client outreach, driving investment sales, and developing business opportunities. Ideal candidates will have relevant certifications, strong networking skills, and a...

A leading North American bank is seeking a Financial Planner to build and deepen client relationships with a focus on investment and financial planning. The role involves proactive client outreach, driving investment sales, and developing business opportunities. Ideal candidates will have relevant certifications, strong networking skills, and a...

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...

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...

Requisition ID: 245363 Financial Planner, Scotia Financial Planning - Ottawa, ON 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. You build and leverage external and internal networks and centres of influence, growing a...

Application Deadline: 01/04/2026 Address: 2 King Street West Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and...

Requisition ID: 244997Join 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...

Select how often (in days) to receive an alert: Requisition ID: 245363 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...

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...