Home / Jobs / Financial Advisor, Investment & Retirement Planning - Yonge & Eglinton, Toronto
Posted:
March 14, 2026
Location:
Toronto, Ontario, Canada

Job Description

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.

Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.


Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
  • Exhibiting a natural curiosity to uncover and solve for cli...

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    Job Overview

    Job Type: Full-time
    Location: Toronto, Canada
    Posted: March 14, 2026
    Deadline: April 23, 2026