ottawa on financial planner Jobs – 23 Openings This Week

Financial Planner
BMO Financial —Gatineau, QC
- $45,500–$84,500 a year
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
23h
Financial Advisor, Investment & Retirement Planning - Greater Ottawa
Scotiabank —Ottawa, ON
- Sales
Financial Advisor, Investment & Retirement Planning - Southgate Shopping Centre, Ottawa
Scotiabank —Ottawa, ON
- Sales
Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Sales
Financial Planner
BMO Financial Group —Gatineau, QC
- $45,500–$84,500 a year
- Full-time
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
Financial Planner I (CIRO-ID)
CIBC —Ottawa, ON
- Full-time
Junior Financial Planner
City of Ottawa —Ottawa, ON
- $75,075.00–$91,345.80 a year
- Temporary
- Microsoft Excel
- Writing skills
- English
20h
Financial Planner
CFMWS —Nepean, ON
- $85,980–$101,190 a year
- Monday to Friday
- Bilingual
- English
- Bachelor's
- Disability insurance
- Dental care
2d
Financial Planner Assistant
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- $40,000–$60,000 a year
- Finance
- Analysis skills
- Bachelor's
Quick apply
Financial Planner, Scotia Financial Planning - Ottawa, ON
Scotiabank —Ottawa, ON
- Sales
- Travel
Financial Advisor
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- Sales
Quick apply
Associate
Royal Bank of Canada —Ottawa, ON
- Full-time
10d
Planificateur(trice) financier(ère)
BMO Financial Group —Gatineau, QC
- $45,500–$84,500 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Sr. Financial Advisor CIRO-MFD (Urban)
CIBC —Ottawa, ON
- Full-time
7d
Associate Investment Counsellor
BMO Financial Group —Ottawa, ON
- $56,000–$103,500 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
2d
Investment Advisor
Royal Bank of Canada —Ottawa, ON
- Full-time
- Sales
- Business
- Marketing
Planificatrice financière ou Planificateur financier
CFMWS —Nepean, ON
- $85,980–$101,190 a year
- Call to connect
- Bilingual
- English
- Bachelor's
- Disability insurance
- Dental care
2d
Mobile Mortgage Specialist
TD Bank —Kanata, ON
- Full-time
- Sales
- Customer service
- Paid time off

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OZ Optics Ltd —Ottawa West, ON
Staff events - adult and children's holiday parties, Easter egg hunt, family summer barbecue, and soccer games. Best recreational facilities company can offer.
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Quick apply
CWA Canada Financial Coordinator
CWA Canada —Nepean, ON
Administering banking procedures (transfer of funds, credit card payments). Managing payments to the international union and the collection system.
From $55,723.72 a year
Quick apply

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Financial Planner

BMO Financial -
Gatineau, QC

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Job details

$45,500–$84,500 a year
23 hours ago

Qualifications

Post-secondary education
Analysis skills
Business
Communication skills

Full job description

Application Deadline:

06/18/2026

Address:

320 boulevard Saint-Joseph

Job Family Group:

Retail Banking Sales & Service

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.
Develops and implements a relationship management plan to meet the needs of client.
Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Executes work to deliver timely, accurate, and efficient service.
Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
Builds effective relationships with internal/external stakeholders.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
Advanced working knowledge of financial industry.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

$45,500.00 - $84,500.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply Now

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financial planner jobs in ottawa on

Financial Planner

Financial Advisor, Investment & Retirement Planning - Greater Ottawa

Financial Advisor, Investment & Retirement Planning - Southgate Shopping Centre, Ottawa

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch

Financial Planner

Financial Planner I (CIRO-ID)

Junior Financial Planner

Financial Planner

Financial Planner Assistant

Financial Planner, Scotia Financial Planning - Ottawa, ON

Financial Advisor

Associate

Planificateur(trice) financier(ère)

Sr. Financial Advisor CIRO-MFD (Urban)

Associate Investment Counsellor

Investment Advisor

Planificatrice financière ou Planificateur financier

Mobile Mortgage Specialist

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