Financial Planner

Description

Join Our Team as a Financial Planner. Are you a forward‑thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role.

• Partnering with clients to understand their life and financial objectives, conducting in‑depth financial reviews, and fostering long‑term connections through ongoing support and guidance.
• Leveraging data‑driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
• Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.
• Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives.
• Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning.
• Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment.
• Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite.
• Engaging fully as a valued team member and contributing to a positive, service‑oriented workplace.

• Bachelor’s degree preferred.
• 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred).
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed.
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role. University degree OR meet one of the following:
  Up to 10 years of qualifying work experience; have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.

• A genuine passion for financial planning and a drive to help clients realize their financial and life goals.
• An entrepreneurial mindset with experience in business development, networking, and high‑value sales.
• A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements.
• Exceptional interpersonal and problem‑solving abilities for building lasting client relationships.
• Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others.

• Base salary and commission‑based compensation with a guaranteed base during the first four years.
• Health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts.
• Career development and reward & recognition programs.
• Training and onboarding sessions to ensure you have everything you need to succeed in the role.

#LI‑Wealth

Language Requirement (Quebec only):
Sans Objet