Financial Planner Assistant
3 days 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
36 minutes 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
3 days ago
Ottawa, Canada BMO Financial Full timeApplication Deadline: 01/04/2026 Address: 2 King Street West Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and...
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Financial Planner Assistant
16 hours ago
Ottawa, ON KZ L, Canada Desjardins Full timeFinancial Planner AssistantJoin 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...
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Financial Planner, Scotia Financial Planning
5 days ago
Ottawa, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 245363 Join 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...
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Financial Planner, Scotia Financial Planning
5 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 244997 Join 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” postings.” What...
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Financial Planner, Scotia Financial Planning
7 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 244997 Join 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” postings.” What...
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Financial Planner, Scotia Financial Planning
7 days ago
Ottawa, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 245363 Join 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...
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Financial Planner, Scotia Financial Planning
1 week ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 228407Join 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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Financial Planner, Scotia Financial Planning
7 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 245363 Financial Planner, Scotia Financial Planning - Ottawa, ON 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. You build and leverage external and internal networks and centres of influence, growing a...
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Financial Planning Assistant
33 minutes 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...
