ottawa on investment Jobs – 95 Openings This Week

Financial Advisor, Investment & Retirement Planning - Greater Ottawa
Scotiabank —Ottawa, ON
- Sales
Financial Advisor, Investment & Retirement Planning - Southgate Shopping Centre, Ottawa
Scotiabank —Ottawa, ON
- Sales
CA Financial Advisor
Edward Jones —Ottawa, ON
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
14d
Senior Financial Advisor - Pinecrest Mall, Ottawa, ON
Scotiabank —Ottawa, ON
- Sales
Senior Financial Advisor - Barrhaven, Ottawa, ON
Scotiabank —Ottawa, ON
- Sales
Senior Financial Advisor - Beacon Hill, Ottawa, ON
Scotiabank —Ottawa, ON
- Sales
Senior Financial Advisor - Bank & Gloucester, Ottawa, ON
Scotiabank —Ottawa, ON
- Sales
Financial Planner
BMO Financial —Gatineau, QC
- $45,500–$84,500 a year
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
1d
Partnerships & Business Development Coordinator
Lac des Mille Lacs First Nation —Ontario
- $80,000–$95,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Relocation assistance
- Dental care
1d
Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Sales
Overnight Bilingual (Fr/En) (Client Experience Center) Ottawa, Customer Care Advisor - June
Scotiabank —Ottawa, ON
- Full-time
- Bilingual
- Customer service
- High school diploma or GED
Associate Investment Advisor
Wellington-Altus Private Wealth Inc. —Ottawa, ON
- $60,000–$90,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Banking Advisor
Royal Bank of Canada —Ottawa, ON
- Full-time
- Sales
Financial Advisor - Charlemagne Plaza, Orleans
Scotiabank —Orleans, ON
- Full-time
- Sales
Associate Investment Counsellor
BMO Financial Group —Ottawa, ON
- $56,000–$103,500 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
2d
ARTISTIC ASSOCIATE, NATIONAL CREATION FUND
National Arts Centre - Centre National des Arts —Ottawa, ON
- $76,200–$95,100 a year
- Weekends as needed
- Bilingual
- English
- Project management
5d
Financial Planner I (CIRO-ID)
CIBC —Ottawa, ON
- Full-time
Financial Planner
BMO Financial Group —Gatineau, QC
- $45,500–$84,500 a year
- Full-time
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
AML Financial Crime Risk Investigator II - Special Investigations (4985)
TD Bank —Ottawa, ON
- $69,700–$98,400 a year
- Full-time
- Bachelor's
- No university degree
- Paid time off
9d
Financial Advisor - Bilingual (Mandarin)
Royal Bank of Canada —Ottawa, ON
- Full-time
- Bilingual
- Sales
- Finance

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Financial Advisor, Investment & Retirement Planning - Greater Ottawa

Scotiabank -
Ottawa, ON

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Job details

Qualifications

Investment
Sales
CFP

Full job description

Requisition ID: 257963

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
A supportive work environment that promotes work-life balance.
Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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Refine Your Search

investment jobs in ottawa on

Financial Advisor, Investment & Retirement Planning - Greater Ottawa

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

CA Financial Advisor

Senior Financial Advisor - Pinecrest Mall, Ottawa, ON

Senior Financial Advisor - Barrhaven, Ottawa, ON

Senior Financial Advisor - Beacon Hill, Ottawa, ON

Senior Financial Advisor - Bank & Gloucester, Ottawa, ON

Financial Planner

Partnerships & Business Development Coordinator

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

Overnight Bilingual (Fr/En) (Client Experience Center) Ottawa, Customer Care Advisor - June

Associate Investment Advisor

Banking Advisor

Financial Advisor - Charlemagne Plaza, Orleans

Associate Investment Counsellor

ARTISTIC ASSOCIATE, NATIONAL CREATION FUND

Financial Planner I (CIRO-ID)

Financial Planner

AML Financial Crime Risk Investigator II - Special Investigations (4985)

Financial Advisor - Bilingual (Mandarin)

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