Current jobs related to Senior Total Wealth Planner - Ottawa - Scotiabank

  • Total Wealth Planner

    2 weeks ago


    Ottawa, Canada Scotiabank Full time

    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...


  • Ottawa, Canada Scotiabank Full time

    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...


  • Ottawa, Canada Scotiabank Full time

    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...


  • Ottawa, Ontario, Canada Scotia Wealth Management Full time

    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...


  • Ottawa, Canada TD Securities Full time

    A global financial services firm is seeking a High‑Net‑Worth Planner in Ottawa to work with advisors to deliver tailored wealth planning solutions. The successful candidate will have at least 10 years of personal tax experience and strong communication skills. This role is full-time and requires an advanced professional degree. Key responsibilities...


  • Ottawa, Canada TD Securities Full time

    A global financial services firm is seeking a High‑Net‑Worth Planner in Ottawa to work with advisors to deliver tailored wealth planning solutions. The successful candidate will have at least 10 years of personal tax experience and strong communication skills. This role is full-time and requires an advanced professional degree. Key responsibilities...


  • Ottawa, Canada TD Full time

    A leading financial institution in Ottawa is seeking a High Net Worth Planner to provide expert financial, tax, and estate planning support. The ideal candidate will have at least 10 years of personal tax experience and the ability to build strong relationships with clients and advisors. This role involves developing customized wealth plans, conducting...


  • Ottawa, Canada TD Full time

    A leading financial institution in Ottawa is seeking a High Net Worth Planner to provide expert financial, tax, and estate planning support. The ideal candidate will have at least 10 years of personal tax experience and the ability to build strong relationships with clients and advisors. This role involves developing customized wealth plans, conducting...


  • Ottawa, Canada Scotiabank Full time

    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...


  • Ottawa, Canada TD Full time

    Join 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...

Senior Total Wealth Planner

4 weeks ago


Ottawa, Canada Scotiabank Full time

A leading financial services provider in Ottawa is seeking a Senior Financial Planning Associate to support advisors in delivering comprehensive wealth planning services. This role emphasizes client relationships and requires a CFP designation with at least 2 years of experience in financial planning. Candidates will benefit from a competitive compensation package and a collaborative work environment focused on innovation.
#J-18808-Ljbffr