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Financial services Jobs in Oshawa, ON

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Last updated: 2 days ago

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

ScotiabankOshawa, ON, CA
Full-time

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for cont... Show more

Sr. Pay Process, System & Tax Analyst

Spirit Omega Inc.Oshawa, ON, CA
Full-time
Quick Apply

Resume Due Date: Tuesday, July 14th, 2026 (5:00PM EST).Coordinate, schedule, and oversee payroll operations and related processes, ensuring timely and accurate execution of payroll activities acros... Show more

Associate Planner - Bowmanville

The Toronto-Dominion Bank (Canada)Bowmanville, Ontario
Full-time

Join Our Team as a Financial Planner.Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on mak... Show more

Financial Controller

Job Bridge GlobalBowmanville, ON, CA
CA$100,000.00–CA$120,000.00 yearly
Full-time +1
Quick Apply

Please note, this job is for candidates who have the right to work already in Canada.Additionally, this is a 3 month rolling contract, essentially Temp to Perm opportunity.Our client is seeking a h... Show more

Financial Service Representative

easyfinancialOshawa, Ontario, Canada
CA$19.00 hourly
Full-time

Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of.Canada’s Top Growing Companies.TIME Magazine’s 2025 list... Show more

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

ScotiabankOshawa, ON, CA
Full-time

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), as a Financia... Show more

Senior Treasury Advisor

Ontario Power GenerationOshawa, ON, CA
Full-time +1

Financial or Business degree with a recognized accounting designation or other professional designation such as MBA, CPA, CFA, or CTP.OPG is headquartered in Oshawa and also maintains a corporate o... Show more

Desjardins Insurance Advisor

Dan Piedimonte - Desjardins Insurance AgentAjax, Ontario, Canada
Full-time +1

Desjardins is a financial services company specializing in Property and Casualty insurance i.Auto and Fire (both personal and commercial), Life insurance, Living Benefits, and Mutual Funds.Dan Pied... Show more

General Manager Transit, GTA and Central Ontario

VoyagoAjax, ON, CA
CA$90,000.00 yearly
Full-time
Quick Apply

Voyago is hiring a General Manager to oversee our Transit Division in the Greater Toronto Area, Central Ontario and Durham Region.This is an immediate opening for a new full time role.Reporting dir... Show more

Office Manager

550 Bond St WestOshawa, ON
CA$49,117.00 yearly
Full-time
Quick Apply

Office Manager Aspira Bartlett Oshawa 55+ Lifestyle ApartmentsSalary $49,117 - $61,397This posting is for a new position.At Sienna Senior Living, our commitment to enhancing the daily lives of our ... Show more

Branch Manager

BMOWhitby, ON, CAN
CA$69,000.00 yearly
Full-time +1

Retail Banking Sales & Service.Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects.Understands the needs of BMO customers or prospects to provide sa... Show more

Sales Representative

Tammy Segriff - Desjardins Insurance AgentOshawa, Ontario, Canada
Full-time +1

Insurance Account Representative - Desjardins Agent Team Member.Type: Full Time & Part Time Positions Available.Are you passionate about helping others and driven to succeed? A successful ... Show more

OPEN: Senior Financial Processing Analyst

Rodan Energy SolutionsOshawa, CA
CA$26.00 hourly
Full-time

We are currently requesting resumes for the following position.Senior Financial Processing Analyst.Provide support to Controller/Manager through system enhancement and support, analysis and problem... Show more

Field Claims Specialist, Property

Intact Financial CorporationAjax, Ontario, CAN
CA$94,200.00 yearly
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more

Senior Financial Analyst, FInancial Reporting

Vaco by HighspringAjax, Ontario, Canada
CA$90,000.00 yearly
Permanent

Our client is a real estate investment trust company.They are looking for a Senior Financial Analyst, Financial Reporting to join their team!.Hybrid with 3 days in the office and 2 days from remote... Show more

 • Promoted

Financial Planning & Analysis Manager

AmrizeOshawa, Ontario, Canada
Full-time

Join Amrize as a Financial Planning & Analysis Manager and help construct what's next.If you're ready to put your skills to work on projects that matter - and build a career with a company that's b... Show more

 • Promoted

Customer Service Representative

BMOWhitby, Ontario, Canada
CA$34,750.00 yearly
Part-time

Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b... Show more

Financial Services Representative - 3 Month contract - Full time

MeridianCourtice, ON L1EJ5, CAN
CA$47,775.00 yearly
Full-time +1

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We believe that our greatest opportunity is to create opportunity and meet peop... Show more

Investment Advisor

Royal Bank of Canada>OSHAWA, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

Investment Advisor

0000050599 RBC Dominion Securities Inc.OSHAWA, Ontario, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

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Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

ScotiabankOshawa, ON, CA
30+ days ago
Job type
  • Full-time
Job description

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, 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.

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