Top Benefits
About the role
Investment Planning Consultant – Wealth Management | Ottawa
Excellent opportunity exists for experienced Investment Planning Consultants (minimum 5+ years’ experience within Canada) to join a leading financial institution in Ottawa . This role is ideal for seasoned wealth professionals who thrive in a sales, client-focused environment . Proven business development skills are required, as you will play a pivotal role in sourcing and providing financial planning, asset consolidation, and tailored investment solutions to clients.
Responsibilities:
- Provide personalized financial planning and investment solutions to clients
- Uncover client needs and offer appropriate solutions or referrals
- Leverage CRM tools to track and manage leads
- Develop relationships with internal partners and Centers of Influence (COIs)
- Ensure compliance with regulatory and risk management policies
Experience:
- 5+ years of wealth management sales experience with a proven track record of success
- CFP, PFP, QAFP, or RRC designation (minimum 3 years in good standing)
- Mutual Fund License (minimum 3 years in good standing)
- Strong expertise in financial planning, risk management, and client relationship building
- Experience in business development, referrals, and pipeline management
- Comfortable with variable incentive pay
Work Arrangement:
- Hybrid work environment with the flexibility to work remotely
- Competitive compensation structure with strong earning potential
- Opportunity to drive impact and grow within a collaborative team
If you are a results-driven financial professional ready to take the next step in your career, we’d love to hear from you!
About Collins Recruitment Group
Collins Recruitment Group (CRG) is a unique executive search firm for employers and candidates alike. We source top professionals from around the world for key positions in leading organizations across all industries, with specialized expertise in banking and financial services.
Our discerning clientele include domestic and global banks, accounting firms, investment boutiques, pension funds, non-banking financial institutions, management consultants, multi-national corporations and privately-owned businesses.
Offering both retainer and contingency services on a nationwide basis, we provide a full spectrum of long-term staffing and career solutions, from senior executive to middle management and entry-level appointments.
To view some of our current job opportunities visit: https://collinsrecruit.com/job-postings
Top Benefits
About the role
Investment Planning Consultant – Wealth Management | Ottawa
Excellent opportunity exists for experienced Investment Planning Consultants (minimum 5+ years’ experience within Canada) to join a leading financial institution in Ottawa . This role is ideal for seasoned wealth professionals who thrive in a sales, client-focused environment . Proven business development skills are required, as you will play a pivotal role in sourcing and providing financial planning, asset consolidation, and tailored investment solutions to clients.
Responsibilities:
- Provide personalized financial planning and investment solutions to clients
- Uncover client needs and offer appropriate solutions or referrals
- Leverage CRM tools to track and manage leads
- Develop relationships with internal partners and Centers of Influence (COIs)
- Ensure compliance with regulatory and risk management policies
Experience:
- 5+ years of wealth management sales experience with a proven track record of success
- CFP, PFP, QAFP, or RRC designation (minimum 3 years in good standing)
- Mutual Fund License (minimum 3 years in good standing)
- Strong expertise in financial planning, risk management, and client relationship building
- Experience in business development, referrals, and pipeline management
- Comfortable with variable incentive pay
Work Arrangement:
- Hybrid work environment with the flexibility to work remotely
- Competitive compensation structure with strong earning potential
- Opportunity to drive impact and grow within a collaborative team
If you are a results-driven financial professional ready to take the next step in your career, we’d love to hear from you!
About Collins Recruitment Group
Collins Recruitment Group (CRG) is a unique executive search firm for employers and candidates alike. We source top professionals from around the world for key positions in leading organizations across all industries, with specialized expertise in banking and financial services.
Our discerning clientele include domestic and global banks, accounting firms, investment boutiques, pension funds, non-banking financial institutions, management consultants, multi-national corporations and privately-owned businesses.
Offering both retainer and contingency services on a nationwide basis, we provide a full spectrum of long-term staffing and career solutions, from senior executive to middle management and entry-level appointments.
To view some of our current job opportunities visit: https://collinsrecruit.com/job-postings