Investment & Retirement Planner — Branch Network

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

Benefits offered by this job

Competitive compensation and benefits

Supportive work environment

Work-life balance

Job summary

A leading financial institution in Ottawa is seeking a Financial Planner to join their retail branch team. In this role, you will establish and deepen investment and banking relationships with assigned clients, helping them achieve their financial goals. You are responsible for conducting in-depth reviews, delivering trusted advice, and crafting personalized financial solutions. This position offers competitive compensation, a great work environment, and support for work-life balance.

Qualifications

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP/CFP designation or equivalent.
• Certification as a Mutual Funds Representative and completion of Investment Funds in Canada.

Responsibilities

• Conduct in-depth reviews including retirement and estate planning.
• Deliver trusted financial advice regarding investments.
• Craft personalized financial strategies and solutions.
• Build strong client relationships and enhance their experience.

Skills

Experience in financial planning and investment sales

CIFP/CFP designation or equivalent

Certification as a Mutual Funds Representative

Collaboration in a results-driven team

Knowledge of competitive offerings and market trends

Education

CIFP/CFP designation or bank recognized equivalent

Job description

A leading financial institution in Ottawa is seeking a Financial Planner to join their retail branch team. In this role, you will establish and deepen investment and banking relationships with assigned clients, helping them achieve their financial goals. You are responsible for conducting in-depth reviews, delivering trusted advice, and crafting personalized financial solutions. This position offers competitive compensation, a great work environment, and support for work-life balance.