Financial Planner, Branch Network - Orleans, Ontario

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

Job summary

A leading financial institution in Ottawa is seeking a Financial Planner to drive investment and banking relationships within the branch. The ideal candidate will have a background in financial planning, a CFP designation, and a passion for delivering exceptional client experiences. You will perform comprehensive reviews for clients, offer trusted financial advice, and foster long-term client relationships. Competitive compensation and a supportive work environment are offered.

Benefits

Competitive compensation and benefits

Relocation support upon approval

Work-life balance initiatives

Inclusive work culture

Qualifications

• Preferred background in financial planning and investment sales.
• Certification and licensing in mutual funds is essential.
• Ability to thrive in a collaborative, results-driven team culture.

Responsibilities

• Conduct in-depth reviews including retirement and estate planning.
• Deliver personalized financial strategies and solutions.
• Build relationships to enhance client experience.

Skills

Experience in financial planning and investment sales

Knowledgeable of market trends

Self-motivation and goal-oriented mindset

Fostering strong client relationships

Education

Successfully completed the CIFP/CFP designation or equivalent

Certification as a Mutual Funds Representative

Job description

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Requisition ID: 243451

Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long‑term capital solutions for mid‑sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth‑oriented companies in reaching their goals across a wide range of industries.

About the role

Internally 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 meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• 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.
• Building relationships, focusing on providing a great client experience and growing long‑standing relationships with existing clients.
• Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

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

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP/CFP designation or bank recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank‑recognized equivalent.
• Thrive in a collaborative, results‑driven team culture where your contributions are recognized and rewarded.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

• Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
• An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
• A supportive work environment that promotes work‑life balance.
• Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.