Financial Advisor, Investment & Retirement Planning - Highway #10 & Ray Lawson, Brampton
Location
Brampton, ON
Job Type
Full-time
Category
other-general
Posted
June 13, 2026
Financial Advisor, Investment & Retirement Planning - Highway #10 & Ray Lawson, Brampton
Requisition ID: 259151
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 primary banking relationships with existing assigned clients as well as clients referred by branch partners.
**Promote the development and sustainable growth of proprietary investment business in the assigned market area by:**
+ Conducting in-depth reviews for assigned clien...
Requisition ID: 259151
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 primary banking relationships with existing assigned clients as well as clients referred by branch partners.
**Promote the development and sustainable growth of proprietary investment business in the assigned market area by:**
+ Conducting in-depth reviews for assigned clien...