Financial Planner Assistant
6 hours ago
Financial Planner Assistant Join Our Growing TeamOur rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect opportunity for you Why You’ll Love Working With Us: ✅ Career Growth: Clear path for advancement to Associate Financial Advisor or Financial Advisor roles.✅ Impactful Work: Play a key role in shaping clients’ financial futures through research, analysis, and strategy support.✅ Learning & Development: Gain hands-on experience in financial planning, investments, and compliance. Key Responsibilities: Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review. Assist in portfolio management, including investment analysis and money movement execution. Support new business processes by preparing and ensuring accurate paperwork. Conduct research on financial products, strategies, and market trends. Attend client meetings (note-taking and follow-up) to deepen industry knowledge. Ensure compliance with firm policies and regulatory requirements. What We’re Looking For: ✔ Education: Bachelor’s degree (Finance, Business, Economics, or related field preferred).✔ Skills: Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.✔ Licenses/Certs: CSC and LLQP strongly desirable✔ Mindset: Self-starter who enjoys problem-solving, systems, and contributing to team success.✔ Experience: Prior client service or financial industry experience Compensation & Benefits: Salary: 40,000–60,000/year (commensurate with experience) + bonus potential. Flexibility: Hybrid options after 6 months. Professional Development: Support for certifications (e.g., CFP®, Series licenses). Ready to Launch Your Career in Financial Planning?If you’re eager to learn, grow, and make an impact, we’d love to hear from you Apply today with your resume and a brief note on why you’re excited about this role.
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Financial Planner Assistant
4 weeks ago
Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob Description Financial Planner Assistant Join Our Growing Team!Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management,...
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Financial Planner
2 weeks ago
Ottawa, Canada Raymond James Financial Full timeAt Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. How does the role impact the organization? The Financial Planner will...
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Lead Servicing Financial Planner
6 hours ago
Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full timeJob Title: Lead Servicing Financial Planner – Private Wealth Location: Ottawa, ON (In-Person) Job Type: Full-time Compensation: Competitive Base Salary + Performance Bonus + Equity Participation The Opportunity Grandmaster Financial Planning is an Ottawa-based independent Private Wealth firm partnered with Canada’s fastest-growing independent...
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Financial Planner, Scotia Financial Planning
2 weeks ago
Ottawa, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your...
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Financial Planner, Scotia Financial Planning
4 days ago
Ottawa, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your...
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Financial Planner, Scotia Financial Planning
3 hours ago
Ottawa, Canada Scotiabank Full timeWhat is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all...
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Financial Planner, Scotia Financial Planning
7 hours ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 245363Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...
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Ottawa, Canada Raymond James Financial Full timeA 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...
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Financial Planning Assistant
4 weeks ago
Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeA financial planning firm in Ottawa is seeking a detail-oriented Financial Planner Assistant to support their lead advisors. Responsibilities include analyzing client financial data and assisting in portfolio management. Candidates should have a Bachelor's degree in Finance, Business, or related fields, along with strong analytical skills. Competitive salary...
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Financial Planner, Scotia Financial Planning
3 hours ago
Ottawa, Canada Scotiabank Full timeJoin a purpose-driven winning team committed to results in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass‑affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your...
