Join a vibrant ecosystem as a Financial Planner, driving client objectives through personalized investment strategies. Enjoy flexibility in meeting clients and expanding your skilled network.
In this essential role, you will enhance client relationships by providing tailored financial advice and services. Your ability to connect with clients both inside and outside the organization will create valuable opportunities. Combine your financial expertise with community engagement to nurture long-lasting connections that benefit clients and your practice.
Key Responsibilities:
• Drive investment sales and recent client opportunities
• Identify business development prospects in assigned markets
• Provide proactive,



client-focused financial planning
• Engage actively in local events and associations
• Build a robust market profile and network
Requirements:
• 3 years of financial planning expertise
• Valid mutual fund certification and CIRO licensing
• PFP® or CFP® designation required
• Proven skills in client acquisition and networking
• Driver's license and vehicle access necessary
Make a meaningful impact on clients’ financial journeys through expert planning and networking.
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📌 Experienced Financial Planner With Focus On Client Centric Solutions Ottawa
🏢 Scotiabank
📍 Ottawa