Financial Planner, Wealth Advice Centre

$70k per year

Full-time

Meridian Credit Union

Why Meridian? At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected. Find our story here: About Meridian The role: As a member of the Wealth Advice Centre team, the Financia...

Apply

Vacancy posted 21 hours ago

Similar jobs that could be interesting for youBased on the Financial Planner, Wealth Advice Centre in Ottawa, ON vacancy

Merchandise Financial Planner
...identify, and execute recommended store inventory exit strategies; Partner with the Category Management team to plan Category seasonal financial contributions; Prepare, plan, and make recommendations into the weekly and seasonal post-mortem; Recommend in-season actions...
Suggested
Full time
Seasonal work
Work at office
Local area
Remote work
Flexible hours
2 days per week
1 day per week
Giant Tiger
Ottawa, ON
1 day ago
Financial Services Representative- Full Time
$5000 per month
...Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada . Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible...
Suggested
Long term contract
Full time
Remote work
Home office
Flexible hours
Fidelity Canada
Ottawa, ON
9 hours ago
Remote Financial Services Representative
$100k - $140k per year
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at...
Suggested
Remote work
Flexible hours
Fidelity Canada
Ottawa, ON
9 hours ago
Financial Analyst
$85.5k - $114.4k per year
...Position at Canadian Medical Protective Association ■ FINANCIAL ANALYST Hybrid – Primary Remote, Ottawa, ON CONTRIBUTING... ...through the provision of professional and proactive financial advice and guidance. POSITION ACTIVITIES Financial Reporting &...
Suggested
Full time
Interim role
Work at office
2 days per week
1 day per week
Cmpa/acpm
Ottawa, ON
3 days ago
Financial Planner: Flexible, Client-Focused Wealth Advisor
...this role, please review our “Financial Advisor Investment and Retirement... ...is the role of a Financial Planner? As a Financial Planner, you... ...by providing high quality advice and service. As a dedicated entrepreneur... .../ internal networks and centres of influence and understand...
Suggested
Long term contract
Work at office
Local area
Flexible hours
Scotiabank
Ottawa, ON
9 hours ago
Wealth Associate
...Time? Full-Time Posting date 24-Jul-2026 Area(s) of interest: Wealth management Location(s): Ottawa A career as a Wealth Associate... ...meet client requests Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary...
Long term contract
Permanent employment
Full time
Contract work
Part time
Work at office
Flexible hours
National Bank
Ottawa, ON
12 hours ago
Private Client Adviser - Financial Planner / Securities Specialist/ Wealth Adviser
$100k per year
...Private Client Adviser – Financial Planner / Securities Specialist/ Wealth Adviser Job #16815756 100% Remote | Permanent | Full-Time Location: Anywhere... ...appropriately registered to sell, recommend or provide advice regarding securities, or have worked in a qualifying capacity...
Long term contract
Permanent employment
Full time
Remote work
TalentSphere
Ottawa, ON
9 hours ago
Conseiller en Gestion de Patrimoine et Investissement Financier H/F
$60k - $70k per year
...poste :****Join Our Team as a Financial Planner**Are you a forward-... ...holistic financial planning and advice? If you thrive on making a... ...to apply and grow with us.#LI-Wealth**À propos de nous**La TD est... ...le secteur des institutions financières. Elle est la cinquième banque...
Long term contract
Summer work
TD Bank
Ottawa, ON
9 hours ago
Financial Planner II (CIRO-ID)
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what...
Full time
CIBC
Ottawa, ON
14 days ago
Senior Total Wealth Planner - Ottawa, ON
...inclusive and high-performing culture. Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients...
Local area
Scotiabank
Ottawa, ON
9 hours ago
Financial Services Representative - Full Time
$47.78k - $62.2k per year
...Our vision is to be recognized as the financial institution that has the most local impact... ...them achieve their best lives. We deliver advice-based banking while providing tools that... ...Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage...
Full time
Work at office
Local area
Flexible hours
Afternoon shift
Meridian Credit Union
Ottawa, ON
more than 2 months ago
Wealth Planner: Retirement & Investment Strategy
A leading financial institution is seeking a dedicated financial planner in Ottawa to promote growth in proprietary investment business. Responsibilities include providing trusted financial advice, conducting client reviews, and crafting personalized financial strategies. Ideal...
Scotiabank
Ottawa, ON
9 hours ago
Analyste financier F/H - Finance, trésorerie (H/F)
$58.78k - $73.53k per year
...Job Title: Financial Analyst Financial Services Permanent Detailed Description... ...0-0-0-0-0-0 Titre du poste Analyste financier ou analyste financière Services financiers... ..., le bien-être, l’équité et les soins centrés sur la personne. Le Collège royal est une...
Daily paid
Permanent employment
Full time
Apprenticeship
Summer work
Work at office
Work from home
Royal College Careers
Ottawa, ON
more than 2 months ago
Strategic Wealth Planner: Investments & Retirement
...Scotiabank is hiring a Financial Planner (FAIR) in Ottawa, Ontario, to join the branch sales team. You will manage an assigned client portfolio... ...deliver customized financial strategies including retirement, wealth, and estate planning. You will collaborate across partners,...
Scotiabank
Ottawa, ON
9 hours ago
Financial Planner, Scotia Financial Planning - Nobleton, ON
...culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (... ...known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division...
Long term contract
Work at office
Local area
Flexible hours
Scotiabank
Ottawa, ON
9 hours ago
Project Planner
$90k - $140k per year
...or a related field, or an equivalent combination of education and experience. Minimum of 5 years of experience as a Construction Planner/Scheduler. Strong expertise in Primavera P6 (essential) including the use of Work Breakdown Structures (WBS) and coding systems...
Permanent employment
Contract work
Flexible hours
EBC Inc.
Ottawa, ON
5 days ago
Financial Analyst I (Permanent Full-time)
...company matching. Job Description Job Title: Intermediate Financial Analyst Job Type: Permanent, Full-time Job Location: 18... ...support to CBN’s various business units. You will at the centre of the team responsible for providing the financial analysis and...
Long term contract
Permanent employment
Full time
Internship
3 days per week
Canadian Bank Note Company, Limited
Ottawa, ON
more than 2 months ago
Sr. Financial Analyst
$96.56k - $128.74k per year
...positive change in emerging markets? We are looking for an Sr. Financial Analyst ! Join FinDev Canada, Canada’s development finance... ...a diverse and talented team from around the world that brings a wealth of experience, knowledge, and passion to everything we do. We believe...
Permanent employment
Full time
Internship
Work at office
3 days per week
FinDev Canada
Ottawa, ON
9 hours ago
In-Store Sales Representative (Full-Time)
$20 per hour
...Join us to build a more rewarding financial future for all Canadians At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly...
Hourly pay
Long term contract
Full time
Contract work
Part time
Local area
Neo Financial
Ottawa, ON
more than 2 months ago
Financial Planning & Analysis Advisor
...inclusive and high-performing culture. As a Financial Planner, you will focus on developing and... ...relationships by providing high quality advice and service. As a dedicated entrepreneur... ...leverage your external / internal networks and centres of influence and understand that growing...
Long term contract
Work at office
Local area
Flexible hours
Scotiabank
Ottawa, ON
9 hours ago
Remote Financial Planner at Scotiabank
Elevate your career with Scotiabank as a Virtual Financial Planner, focusing on investment solutions and client relationships in Ontario's mass... ...with clients while providing high-quality financial planning advice. As a solution-oriented entrepreneur, you'll leverage your networks...
Remote work
Scotiabank
Ottawa, ON
9 hours ago
Financial Planning & Analysis Analyst - Accounting
$72k - $88k per year
...Financial Analyst, Accounting and Systems Who We Are Equispheres is a Canadian materials science innovator headquartered in Ottawa's advanced technology hub. Privately held and engineering-driven, we develop next-generation metal powders that unlock higher performance...
Full time
Temporary work
Work at office
Equispheres Inc
Ottawa, ON
23 days ago
Senior Financial Advisor - Financial Planning
$92k - $95k per year
...Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of... ...optional social events. About the Role As a Senior Financial Planner, you will develop networks to grow our client base, raise...
Long term contract
Temporary work
Remote work
Educators Financial Group
Ottawa, ON
9 hours ago
VP, Commercial Financial Services
$170k - $180k per year
...VP Commercial Credit and Portfolio Management, the VP Commercial Financial Services is accountable for driving profitable growth through a... ...through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also...
Full time
Local area
Alterna Savings
Ottawa, ON
more than 2 months ago
Bilingual customer service - work from home call center agent.
...heart of everything we do at our contact centr es , and we're proud of the value... ...inquiries, or resolving an issue by providing advice and recommending a TD product or service,... ...given to those with experience in financial or service industries.) ~ Ability to...
Full time
Work from home
TD Bank
Ottawa, ON
4 days ago
Financial planning and analysis analyst
...Work For", and we're proud of our team for receiving awards for workplace effectiveness and flexibility. What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help...
Full time
Hyatt Regency Wichita
Ottawa, ON
more than 2 months ago
Financial Planner - Fee For Service Planning Team
...Dedicated Financial Planning TEAM. Our growing fee for services planning... ...with individual and corporate wealth, investment, employee, and... ...The firm is known for “turning advice inside out,” combining award-winning... ...Description The Financial Planner will provide personalized...
Full time
For contractors
ECIVDA Financial Planning Boutique
Ottawa, ON
9 hours ago
Network Operations Centre - Support Specialist Tier 1
$60k - $66k per year
Description At March Networks, our goal is to create a positive working environment where all of our employees can thrive. When you join our team, you’ll enjoy flexibility and support for a healthy work-life balance, as well as the professional development opportunities ...
Full time
Remote work
March Networks
Ottawa, ON
2 days ago
Financial Analyst, Senior - Full Time - ON
$83.85k - $102.03k per year
...Finance and Corporate Services Dept. Service: Financial Strategies, Planning and Client Services... ..., financial compliance, financial advice and accounting requirements. The Account... ...available upon request. Please contact the HR Service Centre at (***) ***-****, extension 47411....
Permanent employment
Full time
Temporary work
Flexible hours
Shift work
City of Ottawa
Ottawa, ON
4 days ago
Visual Lead - Rideau Centre
WHY JOIN ALO? Mindful movement. It’s at the core of why we do what we do at ALO—it’s our calling. Because mindful movement in the studio leads to better living. It changes who yogis are off the mat, making their lives and their communities better. That’s the real meaning ...
Full time
Shift work
Alo Yoga
Ottawa, ON
more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner, Wealth Advice Centre. Be the first to apply!