Financial Planner Jobs in Ottawa
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Search Results - Financial Planner Jobs in Ottawa
Scotiabank-Ottawa
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority...
appcast.io -
Ottawa
Hi there, We would love to have some help with some afterschool care for my son Eli, who is a very playful and curious boy for almost 2 years old. I am working at office as a Financial Planner and my wife Qing is working from home as data analyst...
Canadian Imperial Bank of Commerce-Ottawa
CIBC, please visit CIBC.com
What You’ll Be Doing
The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process...
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Royal Bank of Canada-Ottawa
Job Summary
Job Description
What is the opportunity?
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances...
rbc.com -
Scotiabank-Ottawa
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing...
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Desjardins-Ottawa
Bachelor's degree in a related field.
• Minimum of seven years of relevant experience; other qualifications may be considered.
• Experience in investment sales or financial services.
• Designations such as Financial Planner, CFA, CSC, or CIM preferred.
• Deep...
Green Shield Canada (GSC)-Ottawa
Manager of Financial Planning and Analysis (FP&A) to lead our financial planning initiatives and provide valuable insights to drive business performance from a revenue and margin perspective. This role, reporting into the Director of Financial Planning...
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Desjardins Group-Ottawa
that other combinations of qualifications and relevant experience may be considered
• Investment sales or financial services experience
• Financial Planner Title, Chartered Financial Analyst CFA, Canadian Securities Course CSC or Chartered Investment...
Ismaili Centres-Ottawa
Economic & Financial Planning
Building for success in the future
October 25, 2024 | Canada
Global Pluralism Award is recruiting a Program Manager based in Ottawa.
The successful candidate will have the responsibility to support a growing set...
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Vaco by Highspring-Ottawa
The Vice President, Financial Planning & Analysis (FP&A) is a key strategic and operational leader responsible for managing the company’s financial planning, forecasting, budgeting, and financial performance analysis.
This role partners closely...
TEEMA-Ottawa
of the organization.
Clear understanding of business basics – product life cycle, revenue
projections, business metrics, and financial planning, etc.
Must have own vehicle for occasional travel to customer locations or trade
events
Proficiency in MS Word...
beBee Careers-Ottawa
tools to manage the software lifecycle and ensure compliance.
Key Responsibilities:
• Define a comprehensive software asset management framework and governance model.
• Integrate SAM data into financial planning and budgeting processes.
• Collaborate...
Lafarge Canada-Ottawa
of experience in the ready-mix concrete business.
Skills: Strong leadership skills to drive results
Financial acumen
Strategic thinking and hands-on implementation
Problem-solving and analytical abilities
Excellent people management skills
Ability to build good...
LeverageTek Staffing Solutions-Ottawa
the software lifecycle and ensure compliance.
• Integrate SAM data into financial planning and budgeting processes.
• Collaborate with Finance, Cybersecurity, Procurement, and FinOps to ensure data transparency and alignment.
• Manage software...
Norfolk County-Ottawa
for Departments/Divisions by providing a wide range of expert guidance and advice on financial planning, accounting and reporting policies and procedures.
• Assist in maintaining and developing the budget system to ensure this system is available to all County...
workable.com -
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