Financial Planner - Carling & Kirkwood, Ottawa Branch

Scotiabank; Ottawa; On-site; CAD 55,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team. This role focuses on developing and deepening client relationships by providing tailored investment and financial planning advice. You'll conduct comprehensive reviews, craft personalized strategies, and collaborate with clients to meet their financial goals. With a commitment to community involvement and an inclusive culture, this position offers competitive compensation and the opportunity to make a lasting impact on clients' portfolios. If you are passionate about helping others succeed financially, this is the perfect role for you.

Benefits

Competitive Compensation

Benefits Tailored for the Role

Inclusive Culture

Community Involvement Opportunities

Qualifications

• Experience in financial planning and investment sales preferred.
• Knowledge of market trends and regulatory environment.

Responsibilities

• Conduct in-depth reviews for clients, including retirement and estate planning.
• Build strong client engagement through education and expert advice.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Bilingual (French and English)

Education

CIFP Designation

CIRO Licensing

Tools

Financial Planning Tools

Job description

Requisition ID: #

Join a purpose-driven, winning team committed to results within 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 within the mass affluent market. Your clients are your greatest asset, and your priority is to offer investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, your focus will include investment sales, new client acquisition, and establishing business development opportunities within your assigned market area.

Key responsibilities

1. Conduct in-depth reviews for clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients’ financial goals.
2. Identify and solve clients’ needs, delivering trusted financial advice on investments and retirement planning.
3. Demonstrate self-motivation and a goal-oriented mindset to craft personalized financial strategies.
4. Build strong client engagement through education, insights, and expert advice.
5. Collaborate effectively with peers, clients, and partners.
6. Develop and maintain long-standing relationships with clients, focusing on providing excellent client experiences.

Qualifications

1. Experience in financial planning and investment sales preferred.
2. Progress towards or completion of the CIFP designation.
3. Accredited mutual funds professional in good standing with CIRO licensing (Investments Funds in Canada or Canadian Securities Course).
4. Ability to work independently with minimal supervision.
5. Knowledge of market trends, economic conditions, and regulatory environment.
6. Bilingual in French and English, with the ability to serve both English and French-speaking clients.

What’s in it for you?

1. Competitive compensation and benefits tailored for the role.
2. Opportunity to make a lasting impact on a client portfolio.
3. Inclusive culture that values employee contributions.
4. Organization committed to community involvement and making a difference.

Location

Canada: Ontario: Ottawa

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help customers, families, and communities succeed through advice, products, and services across banking, wealth management, and capital markets.

We value the unique skills each individual brings and are committed to an inclusive, accessible environment. Accommodation requests during recruitment are welcome. Candidates must apply online. Only selected candidates will be contacted for an interview.