Investment Planning Consultant

Collins Recruitment Group; Ottawa; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Ottawa seeks an experienced Investment Planning Consultant. This role focuses on providing tailored investment solutions and requires proven business development skills. Join a collaborative team in a hybrid work environment with a competitive compensation structure.

Benefits

Competitive compensation structure

Strong earning potential

Flexible remote work

Collaborative team environment

Qualifications

• 5+ years of wealth management sales experience.
• Mutual Fund License (minimum 3 years in good standing).

Responsibilities

• Provide personalized financial planning and investment solutions.
• Leverage CRM tools to track and manage leads.
• Develop relationships with internal partners and COIs.

Skills

Business Development

Client Relationship Building

Financial Planning

Risk Management

Education

CFP

PFP

QAFP

RRC

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!

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Investment Consultant • Ottawa, ON, Ottawa Census Division, ON; Ontario, Canada