20 meilleures offres (senior director, strategy and planning, ottawa, on) (à pourvoir)

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Vente
Senior Director, LEO Satellite Operations
Holt Executive —Ontario
- Ingénierie
- Mathématiques
- Baccalauréat
Postuler rapidement
Senior Director, Strategy and Planning
Massey Henry —Ottawa, ON
- Esprit d'analyse
- Gestion de projet
- Leadership
Senior Director, Economic Development and Infrastructure Branch./Directeur(trice) principal(e), Développement économique et Infrastructures
Assembly of First Nations —Ottawa, ON
- Fins de semaine au besoin
- Travail hybride
- Recherche
- Microsoft Office
- Maîtrise
Postuler rapidement
il y a 13 jours
Senior Director, Economic Development and Infrastructure Branch./Directeur(trice) principal(e), Développement économique et Infrastructures
Assembly of First Nations / Assemblée des Premières Nations —Ottawa, ON
- Fins de semaine au besoin
- Travail hybride
- Recherche
- Microsoft Office
- Maîtrise
il y a 13 jours
Senior Director, Environment, Water, and Justice Branch/Directeur(trice) principal(e), Environnement, Eau et Justice
Assembly of First Nations —Ottawa, ON
- Fins de semaine au besoin
- Travail hybride
- Recherche
- Microsoft Office
- Maîtrise
Postuler rapidement
il y a 13 jours
Senior Director, Environment, Water, and Justice Branch/Directeur(trice) principal(e), Environnement, Eau et Justice
Assembly of First Nations / Assemblée des Premières Nations —Ottawa, ON
- Fins de semaine au besoin
- Travail hybride
- Recherche
- Microsoft Office
- Maîtrise
il y a 13 jours
Senior Director, Strategic Communications
University of Ottawa —Ottawa, ON
- De 161 546 $ à 201 932 $ par an
- Temps plein
- Bilingue
- Marketing
- Compétences rédactionnelles
il y a 4 jours
Director, Planning and Integration
Royal Canadian Mint —Ottawa, ON
- Travail hybride
- Microsoft Powerpoint
- Bilingue
- Microsoft Excel
il y a 3 jours
Senior Director, Revenue Operations
Solink —Ottawa, ON
- De 184 000 $ à 277 000 $ par an
- Temps plein
- Télétravail
- Vente
- Salesforce
- Assurance Dentaire
Senior Manager, Operations and Planning
University of Ottawa —Ottawa, ON
- De 118 675 $ à 148 344 $ par an
- Temps plein
- Bilingue
- Expérience en gestion
- Maîtrise
il y a 4 jours
Senior Specialist, IT Performance and Planning
CMHC —Ottawa, ON
- De 104 180,28 $ à 130 225,36 $ par an
- Temps plein
- Travail hybride
- Analyse de données
- Anglais
- Finance
Senior Director / VP, Healthcare Implementation & Innovation
Lumenix —Ottawa, ON
- Temps plein
- Bilingue
- Anglais
- Intelligence artificielle
Postuler rapidement
Senior Director, Product Operations
Petal —Ottawa, ON
- Temps plein
- Télétravail
- Baccalauréat
- Gestion de produits
- Sens de l'organisation
Postuler rapidement
il y a 2 jours
Principal Director of Content Operations
Accenture —Ottawa, ON
- De 161 050 $ à 319 300 $ par an
- Temps plein
- Anglais
- Baccalauréat
- Intelligence artificielle
il y a 11 jours
Bilingual Senior Specialist, IT Performance and Planning
CMHC —Ottawa, ON
- De 104 180,28 $ à 130 225,36 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Analyse de données
- Anglais
Senior Director, Strategic Finance
Fullscript —Ottawa, ON
- Temps plein
- Travail hybride
- SQL
- Analytique
- Congés payés
Postuler rapidement
Senior Director, Communications & Brand Narrative
Coveo —Ottawa, ON
- Télétravail
Postuler rapidement
Director / Senior Director, Emerging Technologies
Lumenix —Ottawa, ON
- Temps plein
- Bilingue
- Anglais
- Intelligence artificielle
Postuler rapidement
Staff Strategic Planning Specialist
Renesas Electronics —Ottawa, ON
- Temps plein
- Travail hybride
- Microsoft Excel
- Ingénierie
- SQL
Postuler rapidement
il y a 10 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : senior director, strategy and planning (ottawa, on)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch

Scotiabank -
Ottawa, ON

Postuler dès maintenant

Détails du poste

Profil recherché

Investissement
Vente
CFP

Description complète du poste

Requisition ID: 252519

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.

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.

Location(s): Canada : Ontario : Ottawa

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 success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Postuler dès maintenant

Affinez votre recherche

senior director, strategy and planning emplois - ottawa, on

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch

Senior Director, LEO Satellite Operations

Senior Director, Strategy and Planning

Senior Director, Economic Development and Infrastructure Branch./Directeur(trice) principal(e), Développement économique et Infrastructures

Senior Director, Economic Development and Infrastructure Branch./Directeur(trice) principal(e), Développement économique et Infrastructures

Senior Director, Environment, Water, and Justice Branch/Directeur(trice) principal(e), Environnement, Eau et Justice

Senior Director, Environment, Water, and Justice Branch/Directeur(trice) principal(e), Environnement, Eau et Justice

Senior Director, Strategic Communications

Director, Planning and Integration

Senior Director, Revenue Operations

Senior Manager, Operations and Planning

Senior Specialist, IT Performance and Planning

Senior Director / VP, Healthcare Implementation & Innovation

Senior Director, Product Operations

Principal Director of Content Operations

Bilingual Senior Specialist, IT Performance and Planning

Senior Director, Strategic Finance

Senior Director, Communications & Brand Narrative

Director / Senior Director, Emerging Technologies

Staff Strategic Planning Specialist

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : senior director, strategy and planning (ottawa, on)

Related Searches

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact