Investment Planning Consultant

ZipRecruiter; Laval; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Ottawa is seeking an experienced Investment Planning Consultant to deliver tailored investment solutions and financial planning. This hybrid role offers competitive compensation and the chance to thrive in a client-focused environment, making a significant impact within a collaborative team.

Benefits

Flexible Remote Work

Competitive Compensation

Collaborative Team Environment

Qualifications

• 5+ years of wealth management sales experience.
• CFP, PFP, QAFP, or RRC designation in good standing.
• Mutual Fund License in good standing.

Responsibilities

• Provide personalized financial planning and investment solutions.
• Uncover client needs and offer appropriate solutions.
• Develop relationships with internal partners and Centers of Influence.

Skills

Business Development

Client Relationship Building

Financial Planning

Risk Management

Education

CFP

PFP

QAFP

RRC

Tools

CRM Tools

Job description

Job Description

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, we’d love to hear from you!