Planner greater toronto area Jobs

Investment Advisor
WilsonCTS —Greater Toronto Area, ON
- $65,000 a year
- Full-time
- Hybrid work
- Sales
- In-person
- Business
Quick apply
8d
Senior Landscape Architect
Weston Williamson —Hamilton, ON
- $85,000–$100,000 a year
- Full-time
- AutoCAD
- Microsoft Office
- Master's degree
- Dental care
- Flexible schedule
Quick apply
6d
Academic Paediatric Clinician Investigator in ABI
Holland Bloorview Kids Rehabilitation Hospital —Toronto, ON
- No university degree
Director, Wealth and Family Office (CPA)
Baker Tilly WM —Toronto, ON
- $150,000–$185,000 a year
- Overtime
- Hybrid work
- Accounting
- Leadership
- Commuter benefits
- Dental care
Quick apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Site Inspector - Municipal Infrastructure
Stantec —Markham, ON
A valid Ontario driver's license and access to a vehicle. A post-secondary diploma or degree in Civil Engineering or Civil Engineering Technology / Technician…
$72,300–$104,800 a year
Inspector – Municipal Infrastructure
AECOM —Markham, ON
Valid driver's license and access to a vehicle. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient…
$85,000–$100,000 a year
9d

I want to receive the latest job alerts for planner greater toronto area

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

planner greater toronto area jobs near

Certified Public Accountant jobs in Toronto, ON

Clinician jobs in Toronto, ON

Landscape jobs in Mississauga, ON

Senior Business Analyst jobs in Vancouver, BC

Senior Landscape Architect jobs in Vancouver, BC

Landscape jobs in Nanaimo, BC

Part Time Landscape jobs in Calgary, AB

Education Consultant jobs in Vancouver, BC

Resource Consultant jobs in Toronto, ON

Boutique Investment jobs in Toronto, ON

Investment Consultant jobs in Oshawa, ON

Accessibility Consultant jobs in Toronto, ON

Investment Consultant jobs in Ontario

Investment Consultant jobs in Montréal, QC

Investment Consultant jobs in Regina, SK

Certified Public Accountant jobs in Thornhill, ON

Health Canada Public Health Agency Of Canada jobs in Ottawa, ON

Public Safety Officer jobs in Toronto Pearson International Airport, ON

Non Certified Medical Laboratory jobs in Ontario

Certified Public Accountant jobs in Mission, BC

Investment Advisor

WilsonCTS -
Greater Toronto Area, ON

Quick apply

Job details

Permanent | Full-time
$65,000 a year
8 days ago

Qualifications

PFP
Investment
Sales
Post-secondary education
CFP
CSC
Business
Chartered Financial Analyst

Full job description

Position Type: Permanent/Full-time

Location: GTA, ON (1-2 days a week on-site)

Compensation: $65,000+/Annually + Commission + Bonus + Vacation + Benefits + Pension

We are partnering with a leading Credit Union to source a dynamic Investment Advisor. Reporting to the VP of Wealth Management, you will deliver tailored investment, retirement, and financial planning advice to high-value clients. You will drive asset growth, manage ongoing portfolio reviews, and assist members with strategic retirement and estate planning. Success in this role relies on a highly collaborative approach, working hand-in-hand with the retail branch network to deliver seamless, comprehensive service across the member base.

Key Responsibilities

Client Relationship Management & Advisory

Build a portfolio of high-value wealth clients across the territory, driving annual net sales targets through multi-channel prospecting and referrals.
Proactively connect with existing clients to deliver specialized investment, retirement, and financial planning advice.
Complete comprehensive portfolio reviews and utilize financial planning and life insurance needs-analysis tools to deliver tailored recommendations.
Drive asset consolidation by capturing client portfolios currently managed at outside financial institutions.
Coordinate cross-functional support by referring clients to specialized insurance, trust, and estate planning partners when necessary.

Branch Collaboration & Business Development

Visit assigned locations regularly to cultivate strong, collaborative working relationships with branch staff and generate high-quality referrals.
Draw upon external networks, client referrals, and centers of influence to consistently attract new wealth clients.
Partner with Credit Union branch colleagues to identify and develop opportunities for retail banking products and services.

Training & Thought Leadership

Serve as an integral member of the branch sales team, leading regular information sessions and seminars for individuals and groups.
Empower branch colleagues by building their investment product knowledge and advisory capabilities, supporting the achievement of local client acquisition targets.
Maintain a deep, up-to-date mastery of specific financial products and investment vehicles to support strategic portfolio development.

Required Qualifications:

Post-secondary diploma or degree in Commerce, Business Administration, or a related discipline.
Minimum of 5 years of successful experience within Financial Planning and Investment Sales.
Current registration as an Investment Representative.
Successful completion of the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials (WME).
Deep, expert knowledge of the investment industry, market products, and standard financial planning principles.
Adaptability to pursue further advanced certifications (e.g., CIM, CFA) as the wealth management product line expands.

Preferred Assets:

Active holding of, or progress toward, the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation.
Practical experience managing investment portfolios valued over $100,000.
Background in analyzing, researching, and selecting individual publicly listed equities/securities for portfolio inclusion.
Hand-on experience integrating fee-based and Exchange-Traded Fund (ETF) solutions into client wealth strategies.

The indicated pay range is a good‑faith estimate based on required qualifications, experience, training, and other factors permitted by law. It reflects the pay band established by the client company. Actual offers may vary depending on skills, experience, geographic location, and expected work quality. Most candidates start in the lower half of the range. Pay history is not considered where prohibited by law. This information serves as a general guideline for compensation discussions.

To support a fair and efficient hiring process, we may use artificial intelligence (AI) tools to help review applications. Our team carefully reviews all candidates, and AI is used only as a support tool—never as the sole decision-maker.

#CWS

Pay: $65,000.00 per year

Application question(s):

Have you completed the CSC, CPH, & WME licensing courses?

Experience:

ETF/Fee-Based Solutions: 1 year (preferred)

Work Location: Hybrid remote in Greater Toronto Area, ON

Quick apply

Refine Your Search

Investment Advisor

Senior Landscape Architect

Academic Paediatric Clinician Investigator in ABI

Director, Wealth and Family Office (CPA)

Explore jobs in cities nearby

I want to receive the latest job alerts for planner greater toronto area

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected