Financial Advisor, Investment & Retirement Planning Ontario

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), the Financial Planner is 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 an assigned portfolio of clients.

Primary responsibilities include establishing and deepening investment and primary banking relationships with existing clients and clients referred by branch partners.

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning using financial planning skills and tools.
• Uncover and solve client needs, deliver trusted financial advice regarding investments and retirement planning.
• Identify clients’ needs to craft personalized financial strategies and solutions with a self‑motivated, goal‑oriented mindset.
• Engage clients, educate them, provide insights and expert advice.
• Build relationships focused on a great client experience and long‑standing client growth.
• Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.
• Balance client satisfaction with business growth by focusing on targets.

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP/CFP designation or bank‑recognized equivalent.
• Certification as a Mutual Funds Representative in good standing, having completed the Investment Funds in Canada or 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.

• 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 competitive incentives designed to set up success in the role.

Location:

Canada, Ontario, Oshawa.

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation—including, but not limited to, an accessible interview site, alternate format documents, ASL interpreter, or assistive technology—during the recruitment and selection process, please let our Recruitment team know.