Investment & Retirement Planner (FAIR) – Ottawa

Requisition ID: 269514Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleInternally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by...

Scotiabank in Ottawa is seeking a Financial Advisor, Investment and Retirement Planning (FAIR) to grow and protect clients' wealth. You will manage an assigned book, deepen relationships, and collaborate with branch partners to meet deposit and investment sales goals. You will conduct retirement planning, wealth accumulation, and estate planning with a...

Job Description As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and...

Support investment planning and client service as an Investment and Retirement Planning Associate in Ottawa, working part time for RBC. Use investment knowledge and communication skills daily. As an Investment and Retirement Planning Associate, you support Financial Planners with client meetings, simple investment solutions, referrals, and administrative...

Scotiabank is hiring a Financial Planner (FAIR) in Ottawa, Ontario, to join the branch sales team. You will manage an assigned client portfolio, promote proprietary investment products, and deliver customized financial strategies including retirement, wealth, and estate planning. You will collaborate across partners, leverage planning tools, and strive to...

Requisition ID: 269514 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by...

Beem Credit Union: Banking for every journey Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service. Our mission is clear: financial wellness for all. We help British Columbians achieve...