CFP Wealth Planner — Total Wealth Strategy

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...

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...

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...

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...

A leading investment firm in Ottawa is seeking a skilled Financial Planner to enhance client service through tailored financial plans. This role requires expertise in Financial Planning, a strong knowledge of various financial software, and effective problem-solving skills. The ideal candidate will hold or be nearing completion of the CFP designation and...

A leading investment firm in Ottawa is seeking a skilled Financial Planner to enhance client service through tailored financial plans. This role requires expertise in Financial Planning, a strong knowledge of various financial software, and effective problem-solving skills. The ideal candidate will hold or be nearing completion of the CFP designation and...

A leading financial institution in Ottawa is seeking a Portfolio Administrator for an 18-month contract. This role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. The ideal candidate should have a university degree in a relevant field and strong relationship management skills. Responsibilities...

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 empowered to deliver...

A leading financial institution is looking for a High-Net-Worth Planner in Ottawa. The successful candidate will deliver customized guidance on wealth planning, work with TD advisors, and prepare comprehensive wealth plans for high-net-worth clients. Required qualifications include an undergraduate degree and significant personal tax experience. This role...

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...