Wealth Planning Consultant – Hybrid (Central Ontario)

Meridian; Barrie; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services organization in Ontario is seeking an Investment Planning Consultant to deliver personalized financial advice and solutions. The successful candidate will have a background in wealth management sales, hold a Mutual Fund License, and be committed to building strong Member relationships. This hybrid role includes compensation based on performance and supports travel to various branch locations for collaboration.

Benefits

Competitive variable incentive pay

Full benefits package

Inclusive and collaborative work environment

Qualifications

• 3+ years of professional wealth management sales experience.
• Must have a Mutual Fund License in good standing.
• Willing to travel within designated market.

Responsibilities

• Uncover Member financial needs and provide tailored solutions.
• Generate new business opportunities and manage referrals.
• Ensure compliance with corporate policies and guidelines.

Skills

Wealth management sales experience

Financial planning knowledge

CRM proficiency

Education

Mutual Fund License

CFP or PFP designation

Job description

A financial services organization in Ontario is seeking an Investment Planning Consultant to deliver personalized financial advice and solutions. The successful candidate will have a background in wealth management sales, hold a Mutual Fund License, and be committed to building strong Member relationships. This hybrid role includes compensation based on performance and supports travel to various branch locations for collaboration.