Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

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), 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.

Key responsibilities

• 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 p...