Financial Advisor, Investment & Retirement Planning - Beechwood, Waterloo, Ontario
Location
Waterloo, Ontario
Job Type
Full-time
Category
Financial Specialists
Posted
March 19, 2026
Requisition ID: 253729
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, 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 pri...