Financial Advisor, Investment&Retirement Planning - Greater …, Ahuntsic North

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.

Responsibilities

Conduct 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.

Exhibit a natural curiosity to uncover and solve for clients’ needs, deliver trusted financial advice regarding their investments and retirement planning.

Demonstrate self‑motivation and a goal‑oriented mindset when identifying clients’ needs to craft personalized financial strategies and solutions.

Foster strong engagement, educate clients, offer insights, and deliver expert advice.

Build relationships, focusing on providing a great client experience and growing long‑standing relationships with existing clients.

Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.

Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Qualifications

Experience in financial planning and investment sales is preferred.

Successfully completed the CIFP/CFP designation or a bank‑recognized equivalent.

Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or a bank‑recognized equivalent.

Thrives in a collaborative, results‑driven team culture where contributions are recognized and rewarded.

Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Benefits

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.

Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Location: Ottawa, Ontario, Canada

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