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Financial Planner, Branch Network - Guelph

Guelph, Ontario, Canada • Posted March 23, 2026

Job Type: Full-time
Location: Guelph, Ontario
Posted: March 23, 2026
Category: Financial Specialists
Application Deadline: May 02, 2026

Role 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

  • Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to cl...

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