4 Wealth Management jobs in Ottawa.

Hiring now: Financial Planner Russell @ Scotiabank.Explore more at jobswithgpt.com.

🔥 Skills

financial planning (3) investment sales (3) client relationships (3) wealth accumulation (3) estate planning (3) business development (3) financial advice (2) personalized financial strategies (2) collaborative approach (2) client experience (2)

📍 Locations

Gatineau (2) Clarence-Rockland (1) Kanata (1)

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Scotiabank

Financial Planner - Russell / Rockland Clarence-Rockland

Skills & Focus: financial planning, investment sales, client relationships, wealth accumulation, estate planning, financial advice, business development, personalized financial strategies, collaborative approach, diversity and inclusion

About the Company: Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve su…

Experience: Experience in financial planning and investment sales is preferred.

Benefits: A competitive compensation and benefits package that rewards growing and maintaining your client base. Access to leadin…

Mortgage Specialist Gatineau

Skills & Focus: mortgage, client experience, relationship building, sales, banking expertise, communication skills, trust development, negotiation, entrepreneurial mindset, financial advice

About the Company: Scotiabank is a leading bank in the Americas, helping customers, families, and communities achieve success through a broad range of advice, products, and servi…

Experience: Minimum of 3 years in the mortgage industry or related field.

Type: Full-time

Benefits: Comprehensive benefits package, including health, dental, and retirement savings plans.

Financial Planner Gatineau

Skills & Focus: financial planning, client relationships, investment sales, new client acquisition, business development, wealth accumulation, estate planning, financial strategies, bilingualism, self-motivation