Wealth & Retirement Planner | Client Advisor

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

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.