Entrepreneurial Financial Planner — Flexible Hours
3 weeks ago
A leading bank in the Americas is looking for a Financial Planner to build and deepen client relationships. The ideal candidate will have experience in financial planning and investment sales, with a CFP® or PFP® designation. Responsibilities include driving investment sales, establishing business opportunities, and providing personalized financial solutions. The role offers a flexible work environment with opportunities for career growth.
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Ottawa, Canada Scotiabank Full timeA leading financial institution in Canada seeks a Financial Planner to enhance client relationships through expert financial advice. The ideal candidate will have at least 3 years of experience in financial planning and investment sales, with relevant certifications. Responsibilities include driving sales, developing client relationships, and community...
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Entrepreneurial Financial Planner
3 weeks ago
Ottawa, Canada Scotiabank Full timeA leading Canadian bank is seeking a Financial Planner in Ontario, Ottawa. In this role, you will develop mass affluent client relationships by providing personalized financial advice and maintain strong internal and external networks. Candidates should have a PFP® or CFP® designation, 3 years of relevant experience, and strong interpersonal skills....
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Entrepreneurial Financial Planner
3 weeks ago
Ottawa, Canada Scotiabank Full timeA leading Canadian bank is seeking a Financial Planner in Ontario, Ottawa. In this role, you will develop mass affluent client relationships by providing personalized financial advice and maintain strong internal and external networks. Candidates should have a PFP® or CFP® designation, 3 years of relevant experience, and strong interpersonal skills....
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Entrepreneurial Financial Planner
3 weeks ago
Ottawa, Canada Scotiabank Full timeA leading Canadian bank is seeking a Financial Planner in Ontario, Ottawa. In this role, you will develop mass affluent client relationships by providing personalized financial advice and maintain strong internal and external networks. Candidates should have a PFP® or CFP® designation, 3 years of relevant experience, and strong interpersonal skills....
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Entrepreneurial Financial Planner
2 days ago
Ottawa, Canada Scotiabank Full timeA leading Canadian financial institution is seeking a Financial Planner in Ontario to develop and maintain client relationships through personalized financial advice. This role requires at least three years of experience in financial planning and a PFP® or CFP® designation. You will execute business development plans while enjoying a flexible schedule. The...
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Entrepreneurial Financial Planner
1 day ago
Ottawa, Canada Scotiabank Full timeA leading Canadian financial institution is seeking a Financial Planner in Ontario to develop and maintain client relationships through personalized financial advice. This role requires at least three years of experience in financial planning and a PFP® or CFP® designation. You will execute business development plans while enjoying a flexible schedule. The...
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Ottawa, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeA leading bank in the Americas is looking for a Financial Planner to build and deepen client relationships. The ideal candidate will have experience in financial planning and investment sales, with a CFP® or PFP® designation. Responsibilities include driving investment sales, establishing business opportunities, and providing personalized financial...
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Associate Financial Planner
2 weeks ago
Ottawa, Canada MDL Financial Group Full timeAbout MDL Financial Group MDL Financial Group is a dynamic, growth-oriented financial planning firm known for its personalized, comprehensive approach to helping Canadians build and protect their wealth. With strong SEO-driven visibility, a steady flow of warm prospects, and a collaborative internal culture, we provide an exceptional platform for advisors...
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Associate Financial Planner
1 week ago
Ottawa, Canada MDL Financial Group Full timeAbout MDL Financial Group MDL Financial Group is a dynamic, growth-oriented financial planning firm known for its personalized, comprehensive approach to helping Canadians build and protect their wealth. With strong SEO-driven visibility, a steady flow of warm prospects, and a collaborative internal culture, we provide an exceptional platform for advisors...
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Fort Mcmurray, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwes, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Fort McMurray, Alberta. This role focuses on developing mass affluent client relationships by delivering personalized investment and financial planning advice. As a Financial Planner, you will have the flexibility to meet clients on your schedule while driving new business acquisition and...