Financial Services Planner
4 weeks ago
We 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 purchase viable blocks of business, access to multiple insurers and products, and a competitive pooled compensation bonus structure with immediate vesting.
Our team offers new associate training and mentoring programs, market planning and support, business continuation support, and leading edge technology.
We are looking for individuals who are problem solvers, out-going, committed to quality, hard working, professional, service oriented, computer literate, and committed to continuing education and personal development.
Key Responsibilities- Develop and implement financial plans for clients
- Provide financial advice and guidance to clients
- Build and maintain relationships with clients
- Stay up-to-date with industry developments and trends
- Meet sales targets and revenue goals
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Access to leading edge technology and tools
- Entrepreneurial spirit and ability to work independently
- Strong problem-solving and communication skills
- Ability to build and maintain relationships with clients
- Commitment to quality and professionalism
- Computer literacy and ability to learn new technology
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Strategic Financial Planner
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Financial Planner, Ottawa
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition 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...
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Financial Planner, Ottawa
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition 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...
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Ottawa Financial Planner Position
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeEffective 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...
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Financial Planning Assistant
4 weeks ago
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Financial Services Specialist, Ottawa
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team in Ottawa. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for assigned clients, including retirement...
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Senior Financial Services Professional
2 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the Role:Scotiabank is looking for a highly skilled Senior Financial Consultant to join our team in Ottawa. This is an exciting opportunity to contribute to the overall success of the MD Client Value Performance in Canada.The ideal candidate will have a minimum of 5 years' experience providing financial advice within the financial services industry, a...
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Pricing and Promotions Planner
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Pricing and Promotions Planner
4 weeks ago
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Senior Financial Advisor
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Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The Financial Services Professional identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor....
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Senior Financial Consultant
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 201157At Scotiabank, we're committed to delivering exceptional financial services to our clients. As a Financial Planner, you'll play a key role in helping us achieve this goal.As a Financial Planner, you'll be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent...
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Senior Administrative Assistant
4 weeks ago
Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full timeSenior Administrative AssistantGrandmaster Financial Planning, a leading financial advisory firm in Ottawa, seeks a highly organized and experienced Senior Administrative Assistant to support our team. This role plays a crucial part in ensuring smooth daily operations and exceptional client satisfaction.We specialize in delivering comprehensive financial...
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Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a skilled Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The ideal candidate will identify member life stage cycle and provide solutions to financial needs, and/or refer members to an appropriate advisor. This...
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Senior Financial Services Specialist
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a Senior Financial Services Specialist to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...
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Executive Meeting Planner
4 weeks ago
Ottawa, Ontario, Canada beBee Professionals Full timeEvent Planning Opportunity:We are seeking a highly skilled 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.The ideal candidate should have a minimum of 3 years of experience in event...
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Senior Planner
1 week ago
Ottawa, Ontario, Canada Egis Group Full timeJob SummaryWe are seeking an experienced Senior Land Use Planner to join our team at Egis Canada. The ideal candidate will have a strong background in land use planning and a proven track record of successfully managing complex projects.Key ResponsibilitiesCoordinating the delivery of consulting work to private and public sector clients, including managing...
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Senior Planner
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Ottawa, Ontario, Canada J.L. Richards & Associates Limited Full timeAbout the RoleWe are seeking a talented Senior Planner to join our team at J.L. Richards & Associates Limited. As a Senior Planner, you will play a key role in developing policy and development strategies that result in resilient, sustainable communities.Key ResponsibilitiesDeveloping new Municipal, County, District, and Regional Official Plans and specific...
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Convention Event Planner
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