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Financial Advisor, Investment & Retirement Planning - Laval and North

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), 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.

Responsibilities

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

• Conducting in‑depth reviews for assigned clients inc...