Investment & Retirement Planner — Branch Network

A leading financial institution in Ottawa is seeking a Financial Planner to join their retail branch team. In this role, you will establish and deepen investment and banking relationships with assigned clients, helping them achieve their financial goals. You are responsible for conducting in-depth reviews, delivering trusted advice, and crafting personalized financial solutions. This position offers competitive compensation, a great work environment, and support for work-life balance.
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