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Last updated: 6 hours ago

Financial Advisor, Investment & Retirement Planning - Greater Ottawa

ScotiabankOttawa, 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), you are a mem...Show more

General Practitioner

Prospect HealthOttawa
Full-time

Excellent earning potential of up to CAD350,000+Full support with licensing, visa and relocation processFree on-site parking & modern clinic infrastructureLocated near schools, transport, and parks...Show more

Financial Advisor, Investment & Retirement Planning - Greater Ottawa

ScotiabankOttawa, 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), you are a mem...Show more

High School Art Teacher/Specialist

St-Laurent Academy Inc.Ottawa, Ontario, Canada
Full-time
Quick Apply

Ottawa's premier private school, with a dynamic & active atmosphere/environment, as well as one that is growing in leaps and bounds.We have just recently moved into our brand new faciliaty in Rockc...Show more

Ottawa & Gatineau - Independent Delivery Partner Wanted

Precision Parcel & Package DeliveriesOttawa, ON, CA
Full-time
Quick Apply

Precision Deliveries a division of the FastFrate Group with facilities from coast to coast is looking for Independent Courier Partners at our Ottawa Terminal If you have a Cargo van and are a dedic...Show more

Assistant Professor – Biological Sciences Teaching and Pedagogical Innovation

University of OttawaOttawa, ON, CA
Permanent

Academic Leadership and Faculty.Smyth, Alta Vista, General Hospital, CHEO Campuses.University of Ottawa invites applications for a tenure-track faculty position in the.The teaching and pedagogical ...Show more

CX Project Manager (Genesys Cloud experience)

MiratechOttawa, Ontario, Canada
Remote
Full-time

We are seeking a highly skilled.CX domain, with a focus on supporting both scope-based and time-and-material (T&M) engagements.Coordination of project management activities, resources, budget contr...Show more

 • New!

Management Development Program -HVAC

EMCO CorporationOttawa, Ontario, Canada
Full-time

Base Salary - $52,500 + Profit Sharing.We are currently seeking new or recent graduates to join our .Management Development Program.This is a full-time, salaried position with a comprehensive benef...Show more

Nurses with Employment Gap

KYND InternationalOttawa, ON, CA
Full-time

Interested in becoming an Registered Nurse in.EB-3 green card starts after 90 days of working and include a $20,000 USD retention bonus.We are hiring for multiple full-time positions in many specia...Show more

Relocation Advisor

Randstad CanadaOttawa, Ontario, CA
Full-time +2
Quick Apply

Moving is one of life’s most significant stressors, but for the members of the Canadian Armed Forces, it is a frequent reality of their service to our country.As a Relocation Advisor, you aren't ju...Show more

Secure Document Designer

Canadian Bank Note Company, LimitedOttawa, Ontario
Full-time +1

Auriga Drive Ottawa, ON Canada.Canadian Bank Note Company (CBN) is a trusted leader in secure technology solutions for governments and businesses worldwide.Our 7 Core Principles shape and guide our...Show more

Optometrist

FYidoctorsOttawa, ON KZX, CA
Full-time

Westboro clinics are offering a fantastic full-time opportunity for an Optometrist, with flexibility on the schedule and availability to start in mid March 2026 in the heart of Ottawa.Our Ottawa cl...Show more

French Speakers Wanted

Cross Border TalentsOttawa, ON, Canada
Full-time
Quick Apply

Work and Live in Greece, Portugal, Spain or Bulgaria.Are you a French speaker looking to take your career abroad? Join our international Customer Service team and experience life in some of Europes...Show more

 • New!

Technical Writer, ILS Support

ThalesOttawa
Full-time

Location: Ottawa, CanadaIn fast changing markets, customers worldwide rely on Thales.Thales is a business where brilliant people from all over the world come together to share ideas and inspire eac...Show more

Senior Manager, Rewards, Equity & Incentives Tax Advisory

DeloitteOttawa, ON
Permanent

Toronto, ON; Brossard, QC; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Laval, QC; Moncton, NB; Montreal, QC; Ottawa, ON; Quebec City, QC; Regina, SK; Sai...Show more

Lab Support Tech - Night Shift - Onsite in Ottawa

Ciena Canada ULCOttawa
Full-time

As the global leader in high-speed connectivity, Ciena is committed to a people-first approach.Our teams enjoy a culture focused on prioritizing a flexible work environment that empowers individual...Show more

Administrative Assistant

Huawei Technologies Canada Co., Ltd.Ottawa, Ontario, CA
Temporary

Huawei Canada has an immediate 12-month contract opening for an Administrative Assistant.From Procurement to Finance to IT services and much more, the Quality & Operation Department provides critic...Show more

Optometrist

FYidoctorsOttawa, ON KPA, CA
Full-time

Westboro clinics are offering a fantastic full-time opportunity for an Optometrist, with flexibility on the schedule and availability to start in mid March 2026 in the heart of Ottawa.Our Ottawa cl...Show more

Courier 10B 519

PurolatorOttawa, ON, CA
Full-time

As Canada’s leading integrated freight, package, and logistics provider, we’ve been helping promises get where they need to be for more than 60 years.The places we go, the elements we brave, the pr...Show more

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Financial Advisor, Investment & Retirement Planning - Greater Ottawa

Financial Advisor, Investment & Retirement Planning - Greater Ottawa

ScotiabankOttawa, ON, CA
9 days ago
Job type
  • Full-time
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.