Financial Planner Investment Sales Ottawa
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Financial planning and investment sales define this mobile Ottawa opportunity with Scotiabank. Build relationships through personalized advice and proactive outreach.
As a Financial Planner, you will deepen mass affluent client relationships through high-quality advice and service. You will develop external and internal networks, identify business opportunities, and support sustainable investment growth. Your work follows a comprehensive financial planning framework and Global Sales Principles.
Key Responsibilities:
- Drive investment sales and acquire new clients
- Develop prospects and client opportunities within assigned markets
- Execute business development plans for mass affluent clients
- Provide client-centric investment solutions and needs analysis
- Participate in community events and financial seminars
Requirements:
- Three years of financial planning and investment sales experience
- Current mutual fund certification and CIRO accreditation
- Personal Financial Planning or Certified Financial Planner designation
- Networking, acquisition, interpersonal, and Centre of Influence skills
- Valid driver's licence and access to a vehicle
Apply financial planning, investment sales, networking, and client acquisition expertise while serving Scotiabank clients throughout Ottawa.
-
Scotiabank Investment Financial Planner
5 days ago
Ahuntsic North, Quebec, Canada Scotiabank Full-timeScotiabank seeks Financial Planners skilled in investment advice, client acquisition, and community networking for virtual Alberta opportunities.This Financial Planner position develops and deepens relationships within the mass affluent market. You will provide investment and financial planning advice, identify prospects, and establish business development...
-
Financial Planner, Scotia Financial Planning
5 days ago
Ahuntsic North, Quebec, Canada Scotiabank Full-timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.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...
-
Ahuntsic North, Quebec, Canada Scotiabank Full-timeScotiabank 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...
-
Investment Planning Associate Ottawa
3 days ago
Ahuntsic North, Quebec, Canada RBC Full-timeSupport 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...
-
Ottawa Financial Planner
7 days ago
Ahuntsic North, Quebec, Canada Scotiabank Full-timeMD Financial Management is seeking a Financial Consultant to help clients and families achieve personal financial goals. You will partner with Specialist Advisors, prepare comprehensive financial plans, and identify opportunities to grow the client base while maintaining regulatory compliance.You will travel within the established circuit, contribute to a...
-
Financial Advisor, Investment
7 days ago
Ahuntsic North, Quebec, Canada Scotiabank Full-timeRequisition 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...
-
Virtual Financial Planner Alberta
4 days ago
Ahuntsic North, Quebec, Canada Scotiabank Full-timeVirtual Financial Planner opportunities across Alberta emphasize investment sales, financial planning, and client relationship development through flexible virtual service.At Scotiabank, Financial Planners serve the mass affluent market with high quality advice and service. You will build new and long term relationships, use external networks, and help...
-
Investment Advisor Assistant Ottawa
5 days ago
Ahuntsic North, Quebec, Canada Canaccord Genuity Group Inc. Full-timeSupport wealth management in Ottawa with Canaccord Genuity, using client service, transaction processing, and precise administrative skills on-site.As an Investment Advisor Assistant with The Lonsdale Financial Group, you will support Investment Advisors and help maintain client relationships. Your work will include account documentation, calendar...
-
Financial Advisor, Investment
7 days ago
Ahuntsic North, Quebec, Canada Scotiabank Full-timeJoin 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...
-
Ahuntsic North, Quebec, Canada Scotiabank Full-timeSelect how often (in days) to receive an alert:Title: Virtual Financial Planner, Scotia Financial Planning- Opportunities in AlbertaRequisition ID: 275016Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Various Virtual Financial Planner opportunities available in the Province of AlbertaAs a Financial...