Financial Planning Career Opportunity
2 days ago
BMO Financial is seeking a skilled Financial Planner to join our team. As a key member of our organization, you will play a vital role in helping clients achieve their financial goals.
Job Responsibilities- Deliver comprehensive financial planning and investment advice to customers, ensuring tailored solutions meet their needs.
- Determine client requirements and provide suitable recommendations through sales of managed products and services.
- Promote business growth by engaging with new and existing customers, identifying opportunities for referrals, and implementing business development strategies.
- Support the achievement of sales targets while maintaining strong relationships with internal and external stakeholders.
- A minimum of 3-5 years' experience in a related field, accompanied by a post-secondary degree or an equivalent combination of education and experience.
- Meet regulatory licensing and registration requirements for a Financial Planner in the province or territory of employment.
- Advanced knowledge of the financial industry, including specialized skills from education and/or business experience.
- Excellent communication, collaboration, analytical, and problem-solving skills.
A competitive salary of $61,500, plus commission potential. Our compensation package includes performance-based incentives, discretionary bonuses, and other perks and rewards. Additionally, we offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
About UsBMO Financial Group's purpose is to Boldly Grow the Good in business and life. We strive to create lasting, positive change for our customers, communities, and employees. Join us in transforming lives and businesses, and powering economic growth around the world.
-
Financial Planning Specialist
6 days ago
Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeCompany OverviewEcivda Financial Planning Boutique is a dynamic financial planning firm that delivers innovative solutions to high-net-worth clients, business owners, and entrepreneurs. With a strong focus on client-centricity, technology, and team collaboration, we strive to provide exceptional service and support to our clients.Job SummaryWe are seeking a...
-
Career Opportunity: Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada BMO Financial Full timeOverview\BMO Financial is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We're dedicated to providing exceptional service and creating lasting, positive change in our communities.\Salary\The estimated salary for this role is $55,000 - $82,500 per year, plus commission potential, depending on...
-
Strategic Financial Planning Specialist
5 days ago
Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeAbout Ecivda Financial Planning BoutiqueWe are a client-centric financial planning firm that delivers innovative solutions to high-net-worth clients, business owners, entrepreneurs, and professional clients.As a dynamic and rapidly growing industry leader in financial planning and advice, we are seeking an extraordinary individual who embodies our values of...
-
Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeEcivda Financial Planning Boutique is a client-centric financial planning firm seeking a dynamic individual to support its principal partners and advisory staff.About UsWe are a strong growing industry leader in financial planning and advice, committed to innovative solutions, community involvement, and philanthropy. Our team enjoys giving back and embracing...
-
Financial Career Professional
3 weeks ago
Ottawa, Ontario, Canada Sun Life Financial Full timeAbout the Role:">As a Financial Advisor with Sun Life Financial, you will have the opportunity to build long-term relationships with clients and help them plan financially for various stages of life. This is a purpose-driven career that allows you to make an impact in your community by providing advice and implementing recommendations.About the...
-
Ottawa, Ontario, Canada BMO Financial Full timeJob Overview:">As a BMO Financial Planner, you will play a vital role in helping customers achieve their financial goals and grow the bank's business.Key Responsibilities:">Provide personalized financial and investment planning and advice to deliver tailored solutions in the best interests of customers.Determine client needs and offer innovative solutions...
-
Career as a Financial Solutions Expert
2 days ago
Ottawa, Ontario, Canada BMO Financial Full timeOverview">BMO Financial Group is a leading financial institution dedicated to helping our customers achieve their financial goals. We are committed to creating lasting, positive change for our customers, communities, and people.Salary">Our estimated salary range for this position is $44,500 - $82,500 per year, with opportunities for commission and...
-
Career Opportunities as a Financial Advisor
1 week ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeRoyal Bank of Canada is seeking skilled professionals to fill the role of Investment Advisor. With a strong brand and reputation, we offer our advisors the tools and resources needed to succeed in this dynamic field.Salary: The estimated salary for this position is $85,000-$150,000 per year, based on experience and location. This figure may vary depending on...
-
Financial Analyst
4 weeks ago
Ottawa, Ontario, Canada GoFor Delivers Full timeCompany Overview:GoFor Delivers is a leading organization in the accounting services industry, offering a supportive and collaborative work environment.About the Role:We are seeking a highly skilled Financial Analyst to join our team. As a key member of our accounting department, you will play a vital role in managing the entire accounting cycle, including...
-
Financial Services Career Opportunities
1 month ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeOverview of Investment Advisory RoleRoyal Bank of Canada is a leading financial institution offering a wide range of investment and wealth management services. As an Investment Advisor, you will play a crucial role in helping clients achieve their financial goals.Salary InformationThe estimated salary for this position ranges from $80,000 to $150,000 per...
-
Ottawa, Ontario, Canada Sun Life Financial Full timeSun Life Financial: We're seeking a skilled Recruiting Consultant to join our team and play a critical role in sourcing local talent. As a key member of our professional growth, you'll develop and execute talent sourcing strategies in collaboration with local sales management to attract candidates for the Sun Life Financial advisor business opportunity.With...
-
Senior Financial Strategist
3 days ago
Ottawa, Ontario, Canada BMO Financial Full timeBMO is a leading financial institution offering unparalleled opportunities for professionals seeking to excel in their careers.As a Senior Financial Strategist, you will be responsible for delivering high-quality financial and investment planning solutions to our valued customers. With a strong focus on building lasting relationships, you will work closely...
-
Senior Financial Strategist
3 days ago
Ottawa, Ontario, Canada BMO Financial Full timeAt BMO Financial, we offer a unique opportunity to turn your financial expertise into a rewarding career. With a competitive salary of $85,000 - $110,000 per year, you'll have the chance to excel in a challenging role that's both exciting and fulfilling.About the JobAs a Senior Financial Strategist, you'll play a key role in helping our customers achieve...
-
Financial Services Leadership Opportunity
21 hours ago
Ottawa, Ontario, Canada IFG International Financial Group Ltd Full timeJob Title: Financial Services Leadership OpportunityAbout the Role:This is a unique opportunity for an experienced Senior Project Manager to join IFG International Financial Group Ltd. in Toronto, Canada.The ideal candidate will have a minimum of 6-8 years of project management experience within the financial services industry, with a strong background in...
-
Senior Financial Planning Analyst
3 days ago
Ottawa, Ontario, Canada Versaterm Full timeWe are seeking a skilled Senior Financial Planning Analyst to join our team at Versaterm Public Safety.About UsVersaterm has been defining the future of public safety software for over 45 years. We deliver end-to-end solutions that cater to the needs of agencies, large and small, with a focus on customer satisfaction and innovative technologies.What You'll...
-
Financial Planner and Wealth Manager
1 month ago
Ottawa, Ontario, Canada Sun Life Financial Full timeAbout the Role">This is a full-time opportunity as a Financial Planner and Wealth Manager with Sun Life Financial in Ottawa, Ontario.">Key Responsibilities:">Build long-term relationships with clients to help them plan financially for various stages of life.Create personalized financial roadmaps to assist clients in achieving their goals.Recommend and...
-
Strategic Financial Planning Specialist
1 month ago
Ottawa, Ontario, Canada Lumentum Full timeLumentum Canada has consistently been recognized as a top employer, earning the 2022 National Capital Region's Top Employers award for the 6th consecutive year and the 2022 Career Directory Canada's Best Employers for Recent Graduates award for the 5th consecutive year. As an Equal Opportunity Employer, Lumentum is committed to diversity and inclusion.The...
-
Career Opportunity: Research Economist
1 month ago
Ottawa, Ontario, Canada Employment and Social Development Canada Full timeEconomist, Doctoral Researcher StreamCompany OverviewThe Department of Finance Canada is a key player in shaping the country's economic policies. As an economist in this stream, you will be part of a team that analyzes and develops financial strategies to drive economic growth.SalaryThe estimated annual salary for this position ranges from $98,299 to...
-
Career Opportunities in Physiotherapy
3 weeks ago
Ottawa, Ontario, Canada Employment and Social Development Canada Full timeAbout the PositionWe are seeking a highly skilled Full-Time, Permanent Physiotherapist to join our team at Employment and Social Development Canada.Salary InformationThe successful candidate can expect an annual salary of $85,000 to $115,000, based on experience and qualifications.Job DescriptionThis is a full-time permanent position, working 35 hours per...
-
Financial Planning Strategist
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning 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.Job SummaryWe are seeking an experienced Financial...