Requisition ID: 231614
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

ABOUT THE ROLE

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are 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 your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

DO YOU HAVE THE SKILLS THAT WILL ENABLE YOU TO SUCCEED IN THIS ROLE? WE’D LOVE TO WORK WITH YOU IF YOU HAVE:

• 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 with licensing requirements, having completed the
• Investment Funds in Canada or bank-recognized equivalent.
• Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.