Financial Planner Ontario

Empower clients with financial planning as a Financial Planner in Trenton, Ontario. Build strong relationships while supporting clients' financial goals in this rewarding role.

We are seeking a Financial Planner with 3-5 years of experience in banking services and client relationship management. This position involves analyzing client data, mentoring colleagues, and staying informed on financial industry trends. You will collaborate with the team to enhance client experiences and contribute to a service-oriented workplace.

Key Responsibilities:

• Partner with clients to define financial objectives

• Analyze data for recommendations and program effectiveness

• Mentor team members and foster collaboration

• Monitor productivity and champion improvements

• Support risk management aligned with company culture

Requirements:

• Bachelor’s degree preferred

• 3–5 years in banking services and investment advice

• Commitment to obtain RR licensing and CFP designation

• Understanding of industry regulations and economic trends

• Strong communication and problem-solving skills

Leverage your passion for financial planning to support clients in achieving their financial aspirations.
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