Location
kitchener, region of waterloo, Canada
Posted
July 13, 2026
Job Description
Investment Development Specialist
Location: Kitchener
Job Type: Permanent Full-Time
Your Role
- Collaborate with mortgage specialists to identify investment opportunities and propose integrated financial solutions
- Lead joint client meetings to assess investment needs and provide personalized recommendations
- Develop and maintain a strong external referral network to support business growth
- Deliver comprehensive financial plans tailored to clients’ goals, risk profiles, and financial situations
- Advise on retirement planning, tax strategies, and wealth accumulation
- Educate clients on a wide range of investment products (mutual funds, RRSPs, TFSAs, RESPs, RRIFs, LIRAs, annuities)
- Leverage data and insights to personalize outreach and enhance client engagement
Your Team
Within the Wealth Management sector, you are part of a large team of 10 colleagu...