Mobile Financial Planner | Build Your Wealth Advisory
1 day ago
A leading financial institution is seeking a Financial Planner to deepen client relationships and provide high-quality financial advice. The ideal candidate should have at least 3 years of financial planning experience, alongside mutual fund certification and a CFP® or PFP® designation. Key responsibilities include driving investment sales, engaging in proactive outreach, and participating in community events. The role offers flexibility and a compensation structure that rewards client growth, enhancing personal and professional development.
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Ottawa, Canada Scotiabank Full timeA leading financial institution is seeking a Financial Planner to deepen client relationships and provide high-quality financial advice. The ideal candidate should have at least 3 years of financial planning experience, alongside mutual fund certification and a CFP® or PFP® designation. Key responsibilities include driving investment sales, engaging in...
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ScotiaMcLeod Financial Planner
3 hours ago
Ottawa, Ontario, Canada Scotia Wealth Management 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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Financial Planner, Scotia Financial Planning
2 weeks ago
Ottawa, Canada Scotiabank Full timeJoin 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...
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Ottawa, Canada Scotiabank Full timeJoin 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...
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Financial Planner, Scotia Financial Planning
3 hours ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition 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...
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Financial Planner, Scotia Financial Planning
3 hours ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition 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...
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High Net Worth Planner
2 weeks ago
Ottawa, Canada TD Full timeJoin to apply for the High Net Worth Planner role at TD Work Location: Ottawa, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $108,800 - $163,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience...
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High Net Worth Planner
2 weeks ago
Ottawa, Canada TD Full timeJoin to apply for the High Net Worth Planner role at TD Work Location: Ottawa, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $108,800 - $163,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience...
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Financial Services Assistant
1 week ago
Ottawa, Canada Pulse Wealth Management Inc. Full time**Now Hiring a Financial Services Assistant** We’re looking for someone with fierce organizational skills to become the coordinating force behind everything Pulse Wealth does for its clients. Are you someone who asks, “What’s the best way to ensure this gets done?” and “How could we make this even better?” You might be the perfect person to...
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Financial Planner Assistant
4 weeks 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,...