Investment Planning Consultant Wealth Management | OTTAWA Excellent opportunity exists for experienced Investment Planning Consultants (minimum 5+ years experience within Canada) to join a leading financial institution in Ottawa . 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, wed love to hear from you!
Job Title
Investment Planning Consultant