Financial Planner

. Empower mass affluent clients through holistic financial planning and advice .

Posted 9/15/2026full-timeSt. Catharines • CanadaMid-LevelSenior💰 CA$60,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in holistic financial planning, client relationship management, and investment advice, while maintaining a commitment to continuous improvement and risk management. Possesses strong analytical skills to evaluate financial programs and policies, alongside exceptional communication and interpersonal abilities.

Highest-signal resume keywords

Holistic Financial PlanningClient Relationship ManagementInvestment AdviceCertified Financial Planner (CFP)Business Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData-Driven InsightsRisk ManagementFinancial ReviewsPolicy Evaluation

Soft Skills

Interpersonal AbilitiesProblem-SolvingCommunication SkillsTeam CollaborationMentoring

Certifications & Qualifications

Registered Representative (RR)Certified Financial Planner (CFP)

Industry Keywords

Banking ServicesInvestment AdviceClient PortfolioEconomic TrendsRegulatory Requirements

About the role

Key responsibilities & impact

Empower mass affluent clients through holistic financial planning and advice
Build a client portfolio from the ground up
Partner with clients to understand life and financial objectives
Conduct in-depth financial reviews
Foster long-term client relationships through ongoing support and guidance
Analyze results using data-driven insights
Develop recommendations and evaluate financial programs, policies, and practices
Collaborate with the team to achieve shared objectives and enhance client experience
Monitor productivity and service delivery
Identify efficiency opportunities and champion continuous improvement initiatives
Stay informed on industry best practices and emerging trends
Mentor and guide colleagues
Uphold risk management and control aligned with the organization’s risk appetite
Contribute to a positive, service-oriented workplace

Requirements

What you’ll need

Bachelor’s degree preferred
3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role
CFP eligibility: University Degree OR up to 10 years of qualifying work experience OR QAFP professional in good standing for a minimum of 5 years at the time of applying
Experience in business development, networking, and high-value sales
Understanding of the industry landscape, economic trends, and regulatory requirements
Exceptional interpersonal and problem-solving abilities
Excellent communication skills
Ability to collaborate within a team or work independently

Benefits

Comp & perks

Commission-based earnings
Guaranteed base salary during the first four years
Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs
Regular career, development, and performance conversations
Online learning platform
Mentoring programs
Training and onboarding sessions
Accessibility accommodations during the interview process