- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
- Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
- Exercising a collaborative approach when dealing with peers, clients, and partners.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the Personal Financial Planning (PFP) designation, and/or the Certified Financial Planner (CFP) designation.
- You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients.
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Financial Planner
3 weeks ago
Bank of Montreal Ottawa, ON, CanadaFinancial Planner (Barrhaven Branches) page is loaded · Financial Planner (Barrhaven Branches) · Apply locations Ottawa, ON, CAN time type Full time posted on Posted 2 Days Ago job requisition id R Application Deadline: · 05/16/2024 Address: · 3775A Strandherd Drive Job Fami ...
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Financial Planner
6 days ago
Bank of Montreal Ottawa, ON, CanadaFinancial Planner (College Square and Rideau View Shopping Centre Branches) page is loaded · Financial Planner (College Square and Rideau View Shopping Centre Branches) · Apply locations M2875 - College Square Branch (1381 Woodroffe Avenue, Ottawa, ON) - BMO Ottawa, ON, CAN time ...
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Financial Planner
1 day ago
Scotiabank Ottawa, CanadaAbout the role · 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 pro ...
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Financial Planner
3 weeks ago
BMO Ottawa, ON, CanadaJob Description · Application Deadline: 05/09/2024 · Address: 945 Smyth Road · Job Family Group: Retail Banking Sales & Service · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. · Determines client needs and pr ...
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Financial Planner
1 week ago
Scotiabank Ottawa, CanadaRequisition ID: 199062 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service ...
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Financial Planner
2 weeks ago
BMO Ottawa, CanadaApplication Deadline: · 05/16/2024 · Address: · 3775A Strandherd Drive · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and ser ...
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Financial Planner
1 week ago
BMO Ottawa, Canada Full timeApplication Deadline: · 06/27/2024 Address: · 945 Smyth Road Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though ...
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Financial Planner
3 weeks ago
BMO Ottawa, Canada Full timeApplication Deadline: · 05/09/2024 Address: · 945 Smyth Road Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though ...
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Financial Planner
2 weeks ago
BMO Ottawa, Canada Full timeApplication Deadline: · 05/16/2024 Address: · 3775A Strandherd Drive Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solution ...
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Financial Planner
1 week ago
BMO Ottawa, Canada Full timeApplication Deadline: · 06/27/2024 Address: · 1381 Woodroffe Avenue Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions ...
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Financial Planner
3 weeks ago
BMO Ottawa, Canada Full timeApplication Deadline: · 05/09/2024 Address: · 1381 Woodroffe Avenue Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions ...
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Financial Planner
3 weeks ago
BMO Ottawa, CanadaApplication Deadline: · 05/09/2024 · Address: · 945 Smyth Road · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e ...
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Financial Planner
2 weeks ago
BMO Ottawa, Canada· Job Description · Application Deadline: 05/09/2024 · Address: 945 Smyth Road · Job Family Group: Retail Banking Sales & Service · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. · Determines client needs and pr ...
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Financial Planner
3 days ago
The Toronto-Dominion Bank (Canada) Gatineau, Canada Full timeDescription · : TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. · Financial Planning team understands that helping clients set and achieve their finan ...
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Financial Planner Assistant
3 weeks ago
Desjardins Financial Security Independent Network - Ottawa #118 Ottawa, CanadaFinancial Planner Assistant · Our company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below. · This position is an advisor support position that provides technical support to a le ...
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Personal Financial Planner
1 week ago
Welch LLP Ottawa, CanadaAbout the Opportunity · Welch LLP is currently looking for a Personal Financial Planner, who will play a vital role in assisting our valued clients and their businesses with their financial goals and objectives. By taking a proactive, distinct, and personal approach as a trusted ...
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Associate Financial Planner
4 days ago
Scotiabank Ottawa, ON, CanadaMD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant – Digital Channels to join our team. · Reporting to the Manager, Client Services & Trade Centre, as an Ass ...
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Financial Planner- Ottawa- Ontario
1 week ago
Scotiabank Ottawa, CanadaRequisition ID: 198751 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team re ...
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Financial Planner- Ottawa- Ontario
1 day ago
Scotiabank Ottawa, CanadaIs 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 discover ...
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Scotiabank Ottawa, ON, CanadaPress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: · 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 ...
Financial Planner - Ottawa, Canada - Scotiabank
Description
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 a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
What's in it for you?
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