Senior Wealth Planner
Job in
Ottawa, Ontario, Canada
Listed on 2026-03-14
Listing for:
Scotiabank
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading bank in the Americas is seeking a Senior Financial Planner in Ottawa to support Advisors in delivering total wealth planning services to clients. The role involves preparing and delivering financial plans, collaborating with specialists, and fostering client relationships. Candidates should possess a CFP or IQFP designation and have at least 2 years of experience in financial planning. The position offers competitive compensation and benefits, including a pension plan and employee banking rates.
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Position Requirements
10+ Years
work experience
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