Certified Financial Planner

About the OpportunityWe 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...

   Requisition ID: 201157Join 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 client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

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.

with a strong commitment to the community, and over 60 years of success. p>The Merchandise Financial Planner will partner with our Merchant teams to develop financial strategies that will drive our sales and profitability. This role involves creating detailed financial plans, analyzing performance data, managing open-to-buy (OTB), and collaborating on action...

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...

Compensation Grade: Grade 6 Job Description: Who We Are: We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and dynamic career, Giant Tiger may be right for you. We believe in opportunities for growth & development, teamwork, and...

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...

Requisition ID: 210269 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Ottawa. Reporting to the Regional Manager,...

Thank you for exploring a career with Certified Labs. You can unlock your career potential as a Management Trainee in Outside Sales inside the Ottawa market. We are growing exponentially and looking to add future leaders. You will begin your career working in the outside sales field while being groomed and trained into a fast track management position. At...

As a Financial Service Associate you will be responsible to grow and develop an existing book of business by offering Investment, (Segregated Funds, Mutual Funds & GICs) and Insurance solutions, (Life, Critical Illness & Disability) to our clients. This in office position will be based in Stittsville, Ontario To join our team: - You have experience in the...

Description : Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business...

Compensation Grade: Grade 4 **Job Description**: Recognized as an Employer of Choice in the National Capital Region, Giant Tiger’s Home Office provides a dynamic work environment with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of...

Niveau de rémunération: Niveau 4 Description du poste: Recognized as an Employer of Choice in the National Capital Region, Giant Tiger’s Home Office provides a dynamic work environment with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60...

Now Hiring a Financial Services AssistantWe’re looking for someone with fierce organizational skills to become the coordinating force behind everything Pulse Wealth does for its clients. Are you someone who asks, “What’s the best way to ensure this gets done?” and “How could we make this even better?”You might be the perfect person to support our...

Description du poste : Recognized as an Employer of Choice in the National Capital Region, Giant Tiger’s Home Office provides a dynamic work environment with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are...

Role SummaryWe are seeking a highly skilled Senior Financial Consultant to join our team in Ottawa. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high net worth individuals and families.Key ResponsibilitiesAs a Senior Financial Consultant, you will:Contribute to the overall success of our...

**Responsibilities**: 1. **Event Planning and Execution**: - Collaborate with clients to understand their event vision, requirements, and goals. - Ensure seamless execution of events, troubleshooting any issues that arise during the planning process or on the event day. 2. **Client Relationship Management**: - Cultivate strong relationships with clients...

Company Overview:At Scotiabank, we're dedicated to making a positive impact in our communities. Our team is committed to delivering exceptional advice and service to our clients.Job Description:We're seeking a highly motivated Strategic Financial Advisor to join our team in Ottawa. As a key member of our team, you will focus on developing and deepening...

   Requisition ID: 210194Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Planner you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective...

**Now Hiring a Financial Services Assistant** We’re looking for someone with fierce organizational skills to become the coordinating force behind everything Pulse Wealth does for its clients. Are you someone who asks, “What’s the best way to ensure this gets done?” and “How could we make this even better?” You might be the perfect person to...