As of November 12, 2026, Jobsy lists 8 financial advisor jobs in Ottawa, ON. The most active employers are Scotiabank, Royal Bank of Canada and First West. Skills often requested: sales targets, sales, leadership and financial planning.
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Scotiabank
Candidates need a Mutual Funds licence, a drive for sales results and strong customer service skills. Working toward the CIFP Diploma is also required.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
The Canada Life Assurance Company
Candidates need financial insurance or advice experience, a valid LLQP life insurance licence, and in-depth knowledge of life insurance and segregated funds. They also need strong communication, presentation and MS Office skills, and a post-secondary degree or equivalent experience.
MS Office
VIA HFR - VIA TGF Inc
8+ YOECandidates need a bachelor's degree in a finance, accounting, information systems or analytics field, and at least 8 years of experience in FP&A, finance systems or SAP reporting. Strong skills in SAP financial modules, advanced Excel and Power BI, and data validation and reconciliation are required.
SAP, Power BI, Excel
Educators Financial Group
3+ YOECandidates need at least 3 years of experience as a Financial Advisor, a post-secondary diploma or degree, and a valid Mutual Funds certification. Strong client relationship, presentation and communication skills are required, and French is a strong asset.
Salesforce, Morningstar, Conquest, MS Office
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need 2-3 years of financial services sales experience, valid mutual funds accreditation and a Canadian Securities Institute designation (DFSA outside Quebec, Certificate of Achievement in Personal Finance in Quebec). Fluency in Mandarin and digital literacy across devices are required.
smartphones, tablets, laptops
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need a valid mutual funds accreditation and a DFSA designation (or Quebec Certificate of Achievement – Personal Finance). They also need 2-3 years of financial services sales experience and a strong record of building client trust.
Smartphone, Tablet, Laptop
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need a valid mutual funds accreditation and a DFSA designation (or Quebec Certificate of Achievement – Personal Finance). They also need 2-3 years of financial services sales experience and a strong record of building client trust.
Smartphone, Tablet, Laptop
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need 2-3 years of financial services sales experience, valid mutual funds accreditation and a Canadian Securities Institute designation (DFSA outside Quebec, Certificate of Achievement in Personal Finance in Quebec). Fluency in Mandarin and digital literacy across devices are required.
smartphones, tablets, laptops
Scotiabank (96), Royal Bank of Canada (34), First West (19), Canadian Imperial Bank of Commerce (Canada) (14) and HR Ghost Board (14).
Postings most often mention sales targets, sales, leadership, financial planning, customer experience, relationship building, customer relations and compensation and benefits.
5 companies