Investment Planning Consultant
Posted: April 11, 2025
Kitchener- Waterloo or Greater Ottawa Metropolitan Area (Hybrid)
Investment Planning Consultant – Wealth Management
Excellent opportunity exists for experienced Investment Planning Consultants (minimum 5+ years’
experience within Canada) to join a leading financial institution in Ottawa. This role is ideal for
seasoned wealth professionals who thrive in a sales, client-focused environment. Proven business
development skills are required, as you will play a pivotal role in sourcing and providing financial
planning, asset consolidation, and tailored investment solutions to clients.
Responsibilities:
- Provide personalized financial planning and investment solutions to clients
- Uncover client needs and offer appropriate solutions or referrals
- Leverage CRM tools to track and manage leads
- Develop relationships with internal partners and Centers of Influence (COIs)
- Ensure compliance with regulatory and risk management policies
Experience:
- 5+ years of wealth management sales experience with a proven track record of success
- CFP, PFP, QAFP, or RRC designation (minimum 3 years in good standing)
- Mutual Fund License (minimum 3 years in good standing)
- Strong expertise in financial planning, risk management, and client relationship building
- Experience in business development, referrals, and pipeline management
- Comfortable with variable incentive pay
Work Arrangement:
- Hybrid work environment with the flexibility to work remotely
- Competitive compensation structure with strong earning potential
- Opportunity to drive impact and grow within a collaborative team
If you are a results-driven financial professional ready to take the next step in your career, we’d love to
hear from you!