Wealth Planner: Retirement & Investment Strategy

Scotiabank; Ottawa; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Work-life balance

Relocation support

Job summary

A leading financial institution is seeking a dedicated financial planner in Ottawa to promote growth in proprietary investment business. Responsibilities include providing trusted financial advice, conducting client reviews, and crafting personalized financial strategies. Ideal candidates should have experience in financial planning and hold relevant certifications such as CIFP/CFP. This role offers competitive compensation, a supportive work environment, and the opportunity for meaningful community impact.

Qualifications

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

Responsibilities

• Conduct in-depth reviews for clients including retirement and estate planning.
• Deliver trusted financial advice regarding investments and retirement.
• Foster strong engagement with clients and provide excellent service.

Skills

Financial planning

Investment sales

Client relationship management

Team collaboration

Education

CIFP/CFP designation or equivalent

Mutual Funds Representative certification

Job description

A leading financial institution is seeking a dedicated financial planner in Ottawa to promote growth in proprietary investment business. Responsibilities include providing trusted financial advice, conducting client reviews, and crafting personalized financial strategies. Ideal candidates should have experience in financial planning and hold relevant certifications such as CIFP/CFP. This role offers competitive compensation, a supportive work environment, and the opportunity for meaningful community impact.