Client-Centered Investment & Retirement Planner

Scotiabank; Ottawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A major financial institution in Canada is looking for a Financial Planner to join their team in Ottawa. The role focuses on establishing client relationships, providing financial advice on investments, and developing customized financial strategies. Candidates should have experience in financial planning, meet CIFP certification requirements, and be bilingual in French and English. Competitive compensation and benefits are offered.

Benefits

Competitive compensation

Supportive work environment

Relocation support (upon approval)

Qualifications

• Experience in financial planning and investment sales is preferred.
• CIFP CFP designation or bank recognized equivalent is needed.
• Certification as a Mutual Funds Representative in good standing.

Responsibilities

• Establish and deepen investment and banking relationships with clients.
• Conduct in-depth reviews for clients including retirement and estate planning.
• Deliver trusted financial advice regarding investments and planning.

Skills

Experience in financial planning and investment sales

Sales management experience

Bilingualism in French and English

Education

CIFP CFP designation or equivalent

Mutual Funds Representative certification

Job description

A major financial institution in Canada is looking for a Financial Planner to join their team in Ottawa. The role focuses on establishing client relationships, providing financial advice on investments, and developing customized financial strategies. Candidates should have experience in financial planning, meet CIFP certification requirements, and be bilingual in French and English. Competitive compensation and benefits are offered.