Financial Services Planner

4 weeks ago


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

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
What We Offer
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Access to leading edge technology and tools
Requirements
  • 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


  • Ottawa, Ontario, Canada Minto Group Full time

    Financial Analyst Role OverviewMinto Group is a leading real estate company that values innovation, teamwork, and employee growth. As a strategic financial planner, you will be responsible for supporting the Operations team by designing and executing performance analysis to improve operating efficiency.


  • 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...


  • 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, 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...


  • 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...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Job 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...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About 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...


  • 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...


  • Ottawa, Ontario, Canada Giant Tiger Full time

    At Giant Tiger, we're seeking a talented Pricing and Promotions Planner to join our dynamic team. As a key player in our promotional planning roadmap, you'll drive impactful campaigns and deliver strategic growth.Giant Tiger Offers:Competitive SalaryFlexible Work ArrangementProfit SharingHealth and Dental BenefitsLinkedIn Learning LicenseTuition...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly 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...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About 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...


  • Ottawa, Ontario, Canada Envision Financial Full time

    We 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....


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition 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...


  • Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Senior 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...


  • Ottawa, Ontario, Canada Envision Financial Full time

    We 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...


  • Ottawa, Ontario, Canada Envision Financial Full time

    We 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...


  • Ottawa, Ontario, Canada beBee Professionals Full time

    Event 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...

  • Senior Planner

    1 week ago


    Ottawa, Ontario, Canada Egis Group Full time

    Job 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...

  • Senior Planner

    4 weeks ago


    Ottawa, Ontario, Canada J.L. Richards & Associates Limited Full time

    About 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...


  • Ottawa, Ontario, Canada Infinity Convention Center Full time

    About the RoleWe are seeking a skilled Convention Event Planner to join our team at Infinity Convention Center. In this role, you will be responsible for coordinating and managing conferences and meetings, ensuring seamless execution and high-quality experiences for our clients.Primary Responsibilities:Assist in preparing financial reports and coordinate...