Wealth Planner (18-Month Contract)

Description

We are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. This Full‑time, Temporary role reports directly to the Team Manager, Wealth Solutions.

How you’ll make an impact:

• Providing quality financial planning and advice that enables members to achieve financial objectives while minimizing risk.
• Recommending investment products and services (leading with SRI) suitable to members’ investment needs and adhering to applicable regulatory standards.
• Building and maintaining a book of investment accounts by sourcing new business, building relationships with lines of business and within the branch, and developing relationships with existing members.
• Identifying member needs and recommending or referring appropriate financial products and services.
• Through collaboration with other Sustainable Wealth...