As part of their duties, the candidate will have to travel to meet with clients in the GTA North and West area. 

More information about the role?

• Help grow your sector's savings by offering existing and new clientele financial solutions that are in line with their profile
• Solicit new clients based on targeted lists provided by the employer
• Develop retirement plans and strategies based on individual client needs
• As a retirement and investment planning expert, work in close collaboration with the financial advisors in the branches in order to meet client needs
• Coach the financial advisors on topics such as pension plans, potential retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, Locked-In RSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay
• Lead various client conferences on investment and/or retirement planning issues
• Monitor market developments and keep up-to-date on new trends
• Establish and maintain effective communication with the various stakeholders involved in customer service activities
• The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

Want to learn more about the position and/or projects? Feel free to contact the Manager, Stanialas Martell. 

• Bachelor's degree in Administration, Finance option or in a related field, or a college diploma with 5 years of relevant experience
• Active Mutual Fund Representative (MFR) license (required) and CSI credentials (an asset)
• Financial planner designation, an asset
• Business development experience
• Excellent knowledge of investment products
• High level of autonomy (flexible work schedule possible)
• Comfortable with computer tools (Word, Excel, Outlook, new technologies, etc.)
• Bilingualism French and English (spoken and written)

Your benefits 

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family: 

• Health and wellness program, including many benefits 

• Flexible group insurance 

• Defined benefit pension plan 

• Employee Share Ownership Plan 

• Employee and family assistance program 

• Preferred banking services 

• Volunteer program 

• Telemedicine 

• Virtual sleep clinic 

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.