Financial Planner

1 month ago

Ottawa, Canada Scotiabank Full time

 

 

 

Requisition ID: 210194

Join 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 management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.

 

Is this role right for you? In this role, you will:

 

  • Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
  • Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for
  • Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
  • Be highly engaged, educating customers, providing relevant insights and expert advice
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

 

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • A minimum three years experience of financial planning and investment sales experience
  • Demonstrated sales management experience and the ability to market Scotiabank
  • Ability to cultivate strong relationships with customers, peers and partners

 

What’s in it for you?

 

  • A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
  • Ability to make a lasting impact on an assigned book of customers
  • An inclusive culture where we value and recognize our employees’ contributions
  • An organization committed to making a difference in our communities – for you and your customers

 

Location(s):  Canada : Ontario : Ottawa 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

  • Senior Financial Planner

    6 days ago

    Ottawa, Ontario, Canada Blue Zones Financial Solutions Full time $115,000 - $145,000

    Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...

  • Certified Financial Planner

    1 week ago

    Ottawa, Canada Blue Zones Financial Solutions Full time

    Blue Zones Financial Solutions Inc. Financial Planner – Building, Updating, Presenting, and Reporting on Client’s Financial Plans Are you an extremely motivated and driven person, with a strong attention to detail, who LOVES the art of helping others, continuous growth and personal development? My name is Joel Murray, and I run a Financial Planning...

  • Financial Services Planner

    6 days ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    About Desjardins Financial Security Independent NetworkWe are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.Our Track RecordWe believe in listening to our associates' needs for providing the products and tools needed to maximize their value...

  • Financial Planner and Wealth Manager

    6 days ago

    Ottawa, Ontario, Canada Sun Life Financial Full time

    About the Role">This is a full-time opportunity as a Financial Planner and Wealth Manager with Sun Life Financial in Ottawa, Ontario.">Key Responsibilities:">Build long-term relationships with clients to help them plan financially for various stages of life.Create personalized financial roadmaps to assist clients in achieving their goals.Recommend and...

  • Strategic Financial Planner

    3 weeks ago

    Ottawa, Ontario, Canada Minto Group Full time

    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.

  • Merchandise Financial Planner

    1 month ago

    Ottawa, Canada Giant Tiger Full time

    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...

  • Merchandise Financial Planner

    1 month ago

    Ottawa, Canada Giant Tiger Full time

    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...

  • Financial Planner, Ottawa

    6 months ago

    Ottawa, Canada Scotiabank Full time

       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 Services Professional

    4 days ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    About Desjardins Financial Security Independent NetworkAs a leader in the Canadian financial services industry, Desjardins Financial Security Independent Network is part of Desjardins Financial Security and the Desjardins Group, which boasts assets of over $160 billion, making it the largest cooperative financial group in Canada and the sixth largest...

  • Financial Planner, Investment Retirement Planning

    5 days ago

    Ottawa, Canada Scotiabank Full time

    p>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 greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.Following...

  • Financial Planner, Investment Retirement Planning

    5 days ago

    Ottawa, Canada Scotiabank Full time

    p>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 greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.Following...

  • Pricing and Promotions Planner

    6 months ago

    Ottawa, Canada Giant Tiger Full time

    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...

  • Pricing and Promotions Planner

    6 months ago

    Ottawa, Canada Giant Tiger Full time

    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...

  • Pricing and Promotions Planner

    5 months ago

    Ottawa, Canada Giant Tiger Full time

    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...

  • Strategic Merchandise Planner Leader

    6 days ago

    Ottawa, Ontario, Canada Giant Tiger Full time

    Job OverviewGiant Tiger is seeking an experienced Strategic Merchandise Planner Leader to oversee the development and execution of merchandise financial plans that support the company's short- and long-term merchandising strategy. Reporting to the Head of Merchandise Financial Planning, this role will lead a team of planners in executing annual financial...

  • Senior Financial Consultant

    4 weeks ago

    Ottawa, Canada MD Financial Management Full time

    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,...

  • Event Planner

    6 months ago

    Ottawa, Canada Better Business Bureau Full time

    **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...

  • Advisor Financial Services

    3 days ago

    Ottawa, Canada Desjardins Financial Security Independent Network... Full time

    h3>Desjardins Financial Security Independent Network Being an independent financial services professional means that you are your own boss! p>IndependenceYou decide how to manage your time and organize your work. In other words, you are responsible for your own success.Desjardins Group, the largest cooperative financial group in Canada, has assets of more...

  • Financial Planning Professional

    5 days ago

    Ottawa, Ontario, Canada Blue Zones Financial Solutions Full time

    About Blue Zones Financial SolutionsBlue Zones Financial Solutions is a company that helps individuals achieve financial freedom, allowing them to create their own ideal lifestyle. Our team is dedicated to providing exceptional service and expertise in financial planning.Job SummaryWe are seeking an experienced Financial Planning Professional to join our...

  • Financial Services Assistant

    6 months ago

    Ottawa, Canada Pulse Wealth Management Inc. Full time

    **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...