Bank branches in Waterloo with investment planning

List of bank branches with investment planning in Waterloo

Searching for bank branches with investment planning in Waterloo? We’ve mapped out all locations offering these specific services, including extended hours and specialized equipment to help you manage your banking needs efficiently.

Search by branch services:

#
Bank
Address
Phone and opening hours

1

Inst. No: 001

730 Glen Forrest Blvd

Transit: 30562

+1 519-885-8410

Mon-Fri: 09:30-17:00 | Sat: 09:30-16:00

2

Inst. No: 001

664 Erb St W

Transit: 33032

+1 519-884-5225

Mon-Fri: 09:30-17:00 | Sat: 09:30-16:00

3

Inst. No: 001

255 King St N

Transit: 24592

+1 519-885-9253

Mon-Fri: 09:30-17:00

4

Inst. No: 001

3 King St S

Transit: 24232

+1 519-885-9250

Mon-Fri: 09:30-17:00

5

Inst. No: 001

90 Weber St. North

Transit: 30572

+1 519-885-8545

Monday: 09:30-17:00 | Tuesday: 09:30-17:00 | Wednesday: 09:30-17:00 | Thursday: 09:30-18:00 | Friday: 09:30-18:00 | Saturday: 09:30-16:00 | Sunday: Closed

6

Inst. No: 010

27 King St. N.

Transit: 00452

(519) 886-2960

Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed

7

Inst. No: 010

550 King St. N.

Transit: 04252

(519) 884-9230

Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed

8

Inst. No: 010

(519) 888-8270

Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed

9

Inst. No: 010

315 Lincoln Rd.

Transit: 05452

(519) 884-9290

Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed

10

Inst. No: 010

200 Uni. Ave. W.

Transit: 06552

(519) 884-4760

Mon-Fri: 9:30 AM - 5:00 PM

11

Inst. No: 006

85 Willis Way

Transit: 73211

519-742-9991

Mon-Fri: 8:30 a.m. - 4:30 p.m.

12

Inst. No: 003

70-74 King St S

Transit: 07682

519-747-8335

Mon-Fri 09:30-09:30 | Sat Closed | Sun Closed

13

Inst. No: 003

652 Erb St W

Transit: 09037

519-747-1761

Mon-Fri 09:30-20:00 | Sat 09:30-16:00 | Sun Closed

14

Inst. No: 003

248 King St N

Transit: 07702

519-747-8320

Mon-Fri 09:30-20:00 | Sat 09:30-16:00 | Sun Closed

15

Inst. No: 003

585 Weber St N

Transit: 07712

519-747-8360

Mon-Fri 09:30-20:00 | Sat 09:30-16:00 | Sun Closed

16

Inst. No: 002

569 King Street North

Transit: 07252

(519) 8842430

Mon: 09:30-17:00 | Tue: 09:30-17:00 | Wed: 09:30-17:00 | Thu: 09:30-18:00 | Fri: 09:30-18:00 | Sat: 09:30-15:00 | Sun: Closed

17

Inst. No: 002

115 King St S Unit 90

Transit: 81802

(519) 8862500

Mon: 09:30-17:00 | Tue: 09:30-17:00 | Wed: 09:30-17:00 | Thu: 09:30-18:00 | Fri: 09:30-17:00 | Sat: 9:30-15:00 | Sun: Closed

18

Inst. No: 002

420 The Boardwalk

Transit: 88716

(519) 5850050

Mon: 09:30-17:00 | Tue: 9:30-17:00 | Wed: 09:30-17:00 | Thu: 09:30-18:00 | Fri: 09:30-18:00 | Sat: 09:30-15:00 | Sun: Closed

19

Inst. No: 002

(519) 8835200

Mon-Fri: 09:30-17:00

20

Inst. No: 004

460 Erb Street W

Transit: 00270

(519) 885-8586

Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

21

Inst. No: 004

320 The Boardwalk

Transit: 03821

(519) 742-1708

Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

22

Inst. No: 004

(519) 885-8485

Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

Search on the map

Bank branches with investment planning in Waterloo

Smart investing is about more than just picking stocks; it is about building a balanced portfolio. Our directory lists 22 branches in Waterloo where you can discuss TFSA (Tax-Free Savings Account), RRSP (Registered Retirement Savings Plan), and mutual fund options with certified investment advisors who prioritize your growth.

Frequently Asked Questions

— Can I open a TFSA or RRSP at any Waterloo branch?

Yes, advisors at all 22 locations can help you open these tax-advantaged accounts and explain the contribution limits for the current tax year.


— How do I find the 5-digit transit number for these branches in Waterloo?

The transit number is a unique identifier for each specific branch location. You can find the specific 5-digit code for any of the 22 locations in Waterloo listed in our directory above, usually displayed next to the branch address.


— Do I need an appointment to access with investment planning at these locations?

For specialized services like with investment planning, we strongly recommend booking an appointment. While many of the 22 branches in Waterloo allow walk-ins for basic teller transactions, speaking with a financial advisor usually requires a scheduled time to ensure availability.

Note: Branch information for Waterloo is subject to change. We recommend contacting the institution directly to confirm hours and available services.

Video Guides

Watch our expert video reviews to navigate Canadian banking with ease.