Talent.com
Scotiabank
Financial Planner, Scotia Financial Planning - Gatineau, QCScotiabank • Gatineau, QC, CA
Financial Planner, Scotia Financial Planning - Gatineau, QC

Financial Planner, Scotia Financial Planning - Gatineau, QC

Scotiabank • Gatineau, QC, CA
30+ days ago
Job type
  • Full-time
Job description

Is this role right for you?

In this role, you will:

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

  • Business Development: Executing on business development plans for mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-centricity: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participating actively in local professional and community events and associations and identifying opportunities to deliver community information sessions and financial seminars to develop and expand your network and develop prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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

  • 3-years of experience in financial planning and investment sales.
  • You’re a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
  • You’re goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

What’s in it for you?

  • An entrepreneurial culture with the freedom to develop your career.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
  • A compensation structure that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading customer relationship management (CRM), portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
  • A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Advisor, Investment & Retirement, Branch Network” posting.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#financialplanner

#LI-AD1

Create a job alert for this search

Financial Planner, Scotia Financial Planning - Gatineau, QC • Gatineau, QC, CA

Similar jobs

Regional Financial Advisor (Virtual)

CU Financial ManagementOttawa, ON, CA
Full-time

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausVal-des-Monts, QC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Financial Controller

Innovative Medicines Canada - Médicaments novateurs CanadaOttawa, Ontario, Canada
Full-time

This isn’t just a job—it’s a chance to make a real impact on the lives of Canadians.Join a team that values collaboration, passion, and purpose.Here, your work helps break down barriers, influence ... Show more

 • Promoted

Financial Planner - C$60,000 - C$70,000 A Year

Kawartha Financial ServicesNorth Grenville, Canada
Full-time

Provide investment and financial planning advice to members, develop financial plans, and manage portfolios.Requires post-secondary education, financial planner designation, and 5 years of experience. Show more

 • Promoted

Financial Analyst - R&D Operations

Q-Block ComputingOttawa, Ontario, Canada
Full-time +1

Ottawa, ON (on-site; hybrid arrangements possible).CAD per year, commensurate with experience.Q-Block Computing builds quantum systems that operate in the real world.The company develops quantum ti... Show more

 • Promoted

Want Cash Jobs? Earn With Uber Instead

Uber eatsChelsea, QC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Financial Advisor (Paid Consultancy Opportunity)

RONIN StudiesOttawa, ON, CA
Full-time

RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more

 • Promoted

Ottawa-based Finance Manager: Lead Budgeting & Strategic Analysis

MediSolutionOttawa, ON, CA
Full-time

A financial services company in Ottawa is seeking a Finance Manager to oversee financial health by managing planning, budgeting, reporting, and analysis.The ideal candidate will have over 5 years o... Show more

 • Promoted

Intermediate Planner

Batory Urban Planning & Project ManagementOttawa, ON, CA
Full-time

Batory is looking for an Intermediate Planner to provide support in the areas of development approvals, due diligence, project evaluation, zoning by-law and official plan review, site plan approval... Show more

 • Promoted

Conduisez avec Lyft, selon votre horaire

Lyftval des monts, qc, Canada
Full-time +2

Les nouveaux chauffeurs à Gatineau gagnent une prime de 250 $ avec 25 courses en 30 jours.Lyft est une plateforme qui met en relation les chauffeurs avec les personnes qui ont besoin de se déplacer... Show more

 • Promoted

Financial Planner - Ottawa

TD BankOttawa, Ontario, Canada
Full-time

Planificateur adjointPostulerremote type: Sur placelocations: Ottawa, Ontariotime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 13 juillet 2026 (Il reste... Show more

 • Promoted

Housekeeper Wanted - Housekeeper Wanted In Merrickville, Ontario Earn $23/Hour For Quality Cleaning

Housekeeper.comMerrickville, Ontario, Canada
CA$23.00 hourly
Full-time

Hello! I am a homeowner in Merrickville, Ontario, and I am looking to hire a reliable and detail-oriented housekeeper.If you take pride in keeping spaces clean and organized, this opportunity might... Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity CanadaOttawa, ON, CA
Full-time

Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ... Show more

 • Promoted

Healthcare Planner (Architectural)

Targeted TalentOttawa, ON, CA
Full-time

Our client is an employee-owned, award-winning architectural practice with a proven track record in practical, innovative and economical design.During a history spanning some 70 years, they have de... Show more

 • Promoted

Manager - Financial Planning & Analysis

Embrace Software IncOttawa, ON, CA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Show more

 • Promoted

Financial Planner

Kawartha Financial ServicesNorth Grenville, Canada
Full-time

Provide investment and financial planning advice to members, develop financial plans, and manage portfolios.Requires post-secondary education, financial planner designation, and 5 years of experience. Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR-Experienced (Licensed/Registered)

Sun LifeOttawa, Ontario, Canada
Permanent

It all starts with great advice.Make the move to becoming a Sun Life advisor today!.Running your own business is tough, yet so rewarding.Why not have a partnership that gives you a competitive adva... Show more

 • Promoted

Senior Sage X3 Finance Lead - Remote Canada

ConspicuousOttawa, ON, CA
Remote
Full-time

A leading ERP consulting firm is seeking a Senior Sage X3 Consultant (Finance) for remote work in Canada, offering a competitive salary up to $180k CAD plus benefits and bonuses.The successful cand... Show more

 • Promoted

Remote Financial Analyst: Forecasting & Planning

Avanti Software Inc.Ottawa, ON, CA
Remote
Full-time

A leading insurance company is looking for a Financial Analyst to join their team.This remote position involves performing month-end analysis, assisting with annual planning, and establishing partn... Show more

 • Promoted

Senior Associate — Family Office Wealth Planning

MNPOttawa, ON, CA
Full-time

A leading Canadian advisory firm is seeking a Senior Associate for their Family Office Services in Ottawa.This role involves preparing financial strategies for high net worth clients, liaising with... Show more