Current jobs related to Financial Planner - Ottawa, Ontario - Scotiabank

  • Financial Services Planner

    4 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    About the OpportunityWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Planner in the Greater Ottawa Area.As a Financial Services Planner, you will have the opportunity to work independently while maintaining access to a multi-disciplinary team and qualified experts.You will receive financial backing to...

  • Financial Planner, Ottawa

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201157We are seeking a skilled Financial Planner to join our team in Ottawa. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner, Ottawa

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201157We are seeking a skilled Financial Planner to join our team in Ottawa. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner, Ottawa

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Unlock Your Potential as a Financial PlannerAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your Key Responsibilities:Conduct in-depth reviews for...

  • Financial Planner, Ottawa

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Unlock Your Potential as a Financial PlannerAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your Key Responsibilities:Conduct in-depth reviews for...

  • Financial Planner, Ottawa

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...

  • Financial Planner, Ottawa

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...

  • Financial Planner, Ottawa

    3 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 201157At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll focus on investment...

  • Financial Planner, Ottawa

    3 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 201157At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll...

  • Ottawa Financial Planner Position

    2 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Effective client relationships are the core of our business. As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you will be focused on investment sales and new client...

  • Financial Planning Assistant

    4 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team.This role provides technical support to our lead advisors, assisting with data gathering and analysis, financial planning recommendations, implementation, and portfolio...

  • Financial Planning Assistant

    4 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...

  • Financial Planning Assistant

    1 month ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...

  • Financial Planning Assistant

    1 month ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...

  • Financial Planning Assistant

    4 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...

  • Financial Planning Assistant

    1 month ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key support role, you will provide technical assistance to our lead advisors, helping them deliver exceptional client service.Key Responsibilities:Review meeting notes, gather...

  • Financial Planning Assistant

    1 month ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key support role, you will provide technical assistance to our lead advisors, helping them deliver exceptional client service.Key Responsibilities:Review meeting notes, gather...

  • Meeting and Conference Planner

    1 month ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Corporate Event Planner OpportunityWe are seeking a highly organized and detail-oriented Corporate Event Planner to join our team at beBee Professionals in Ottawa. The successful candidate will be responsible for planning and executing corporate events, including conferences, meetings, and other special events.Key Responsibilities:Develop and execute event...

  • Meeting and Conference Planner

    1 month ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Corporate Event Planner OpportunityWe are seeking a highly organized and detail-oriented Corporate Event Planner to join our team at beBee Professionals in Ottawa. The successful candidate will be responsible for planning and executing corporate events, including conferences, meetings, and other special events.Key Responsibilities:Develop and execute event...

  • Pricing and Promotions Planner

    3 weeks ago

    Ottawa, Ontario, Canada Giant Tiger Full time

    At Giant Tiger, we're seeking a skilled Pricing and Promotions Planner to drive our promotional planning roadmap and deliver impactful campaigns. As a key member of our team, you'll play a pivotal role in shaping our promotional strategies to achieve our financial goals.Giant Tiger Offers:Giant Tiger Store DiscountWork Your Way Flexible hybrid work...

Financial Planner

2 months ago

Ottawa, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a skilled Financial Planner to join our team in Ottawa. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities
  • Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
  • Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrate self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
  • Foster strong engagement, educate clients, offer insights, and deliver expert advice.
  • Exercise a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Requirements
  • Experience in financial planning and investment sales is preferred.
  • Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
  • You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're able to work independently as a self-motivated entrepreneur with minimal supervision.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What We Offer
  • A competitive compensation and benefits package that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities – for you and your clients.