Investment Planning Consultant

Investment Planning Consultant – Wealth Management | Kitchener, Waterloo, Cambridge, Guelph

Excellent opportunity exists for experienced Investment Planning Consultants (minimum 5+ years’ experience within Canada) to join a leading financial institution in Kitchener-Waterloo. 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!