Financial Planner — Holistic Wealth & Client
Job in
Ottawa, Ontario, Canada
Listed on 2026-02-27
Listing for:
Raymond James Ltd.
Full Time
position Listed on 2026-02-27
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
A leading investment firm in Canada seeks a Financial Planner in Ottawa. This role focuses on preparing financial plans and optimizing tax strategies for a growing client base. The ideal candidate has expertise in financial planning and client service, ideally holding a CFP® designation. You will enjoy competitive compensation, comprehensive benefits, and a supportive corporate culture emphasizing personal and professional growth.
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