Financial Advisor, Investment & Retirement Planning - Greater Ottawa

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), 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.

Responsibilities

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Exhibit a natural curiosity to uncover and solve for clients’ needs, deliver trusted financial advice regarding their investments and retirement planning.
• Demonstrate self‑motivation and a goal‑oriented mind...