Location
toronto, on, Canada
Posted
July 20, 2026
Job Description
Join a retail branch as a Financial Planner focusing on investment and retirement planning in Ontario, Canada. You'll enhance client satisfaction by managing portfolios and driving sales goals.
As a Financial Advisor, Investment and Retirement Planning (FAIR), your role will include deepening investment and banking relationships within an assigned client portfolio. This position emphasizes financial planning, wealth accumulation, and estate planning, ensuring clients achieve their financial goals through personalized advice and interactions.
Key Responsibilities:
• Conduct detailed financial reviews for client portfolios
• Deliver expert investment and retirement advice
• Build strong relationships with existing and prospective clients
• Utilize technology for efficient financial planning
• Achieve sales targets while maintaining client satisfaction
Requirements:
• Experience in financial planning and investment sales preferred
• Completion of CIFP/CFP or ...
As a Financial Advisor, Investment and Retirement Planning (FAIR), your role will include deepening investment and banking relationships within an assigned client portfolio. This position emphasizes financial planning, wealth accumulation, and estate planning, ensuring clients achieve their financial goals through personalized advice and interactions.
Key Responsibilities:
• Conduct detailed financial reviews for client portfolios
• Deliver expert investment and retirement advice
• Build strong relationships with existing and prospective clients
• Utilize technology for efficient financial planning
• Achieve sales targets while maintaining client satisfaction
Requirements:
• Experience in financial planning and investment sales preferred
• Completion of CIFP/CFP or ...