Financial Planner Jobs in Ottawa
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Search Results - Financial Planner Jobs in Ottawa
BMO Financial-Ottawa-
Application Deadline:
10/08/2026
Address:
3737 Major MacKenzie Drive
Job Family Group:
Retail Banking Sales & Service
We are hiring Financial Planners for anticipated opportunities in the Vaughan/Brampton Market. Candidates must be flexible...
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Confidential-Ottawa-
Vice President, Financial Planning & Analysis
About the Company
Top application used by shoppers to find weekly advertisements & discounts
Industry
Internet
Type
Privately Held, VC-backed
Founded
2007
Employees
201-500
Funding
$51-$75 million...
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National Bank-Ottawa-
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business...
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Bmo Financial-Ottawa-
Application Deadline:
09/30/2026
Address:
2454 Yonge Street
Job Family Group:
Retail Banking Sales & Service
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client...
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Confidential-Ottawa-
Vice President, Financial Planning & Analysis
About the Company
Innovative provider of data-driven SaaS solutions for local governments & schools
Industry
Government Administration
Type
Privately Held
Founded
2015
Employees
201-500...
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National Bank-Ottawa-
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during key moments in their financial lives by developing...
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Investigo-Ottawa-appcast.io-
into the main group budget
• Review of monthly financial reporting packs & support reporting team in providing analysis and commentary of variances to Plan
• Utilise your Excel expertise to build and maintain complex financial models, ensuring accuracy...
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Financière Sun Life-Ottawa-
professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
Stay connected within their community through ongoing networking activities, marketing, and referrals.
The person we are looking for:
Has...
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Scotiabank-Ottawa-appcast.io-
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...
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Bmo Financial-Ottawa-
Application Deadline:
10/12/2026
Address:
100 King Street West
Job Family Group:
Wealth Sales & Service
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW...
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CIBC US-Ottawa-appcast.io-
Essentials (WME)
• or Certified Financial Planner (CFP)
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
• A competitive salary
• An incentive pay
• Banking benefits...
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Mnp-Ottawa-
Collaborate with clients on budgets and financial planning
• Communicate effectively with government agencies as needed
Requirements:
• Accounting certificate or bachelor’s degree in related field
• 0-2 years of relevant accounting experience...
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Royal Bank of Canada-Ottawa-rbc.com-
and the Retail Securities Exam (RSE).
• Relationship management and financial planning experience
• Must have minimum of 5 years relative industry experience managing clients and creating financial plans
• Exceptional written and verbal communication skills...
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Leaf Home-Ottawa-
programs
• Employee assistance programs, including legal, financial planning, and counseling
• Employee discount marketplace
• Employee Resource Groups such as VetConnect, DEI Committee, Women’s Committee.
To our customers, Live Comfortable, Live Safe...
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Banque Nationale-Montréal, 164 km from Ottawa-
gestion de patrimoine.
Détenir le titre de Certified Financial Planner (CFP®) ou de Pl. Fin. (Planificateur financier).
Maîtriser les outils de planification financière, particulièrement Conquest Planning.
Posséder une excellente connaissance de la suite...
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