Investment Retirement Planner

Investment Retirement Planner focuses on drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What the role involves

• Drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
• Develop external business referral sources through networking, marketing, and your centers of influence.
• A flexible work schedule based on client preferences and your own work/life balance.
• Innovative mobile technology to ensure your success.

Skills and requirements

• Mutual Funds License (IFIC or CSC).
• Minimum 2 years’ experience in financial planning.
• Qualified applicants may be contacted to review their resume in more detail.

Confirmed role details

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.
• MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGACity.
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
• Drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.