Financial Planner
2 weeks ago
About the job
Financial Planners
Financial Services Industry
Toronto, ON
Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting services to a specific market base that they share a strong mutual relationship with. From their corporate headquarters in the Greater Toronto Area, our client provides its services throughout Ontario with its integrated network of Advisors based locally in all regions of the province.
As a Financial Planner working from our client’s head office and/or home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using your knowledge of the product offerings to provide additional value and grow the share of assets held by the firm. In addition, you will provide lending referrals to the Lending Services team.
We are tasked to only seek leaders who possess an entrepreneurial spirit and are looking to build upon a business that values collaboration, culture and community above all.
Other Responsibilities:
- Developing meaningful relationships with clients and becoming their trusted Financial Planner.
- Retaining and growing share of wallet by delivering personalized financial solutions and advice.
- Preparing client asset allocation proposals and modular financial planning projections
- Responding to client inquiries and resolving issues in a timely manner
- Representing the firm at workshops, trade shows, seminars and events
- Collaborating with other members of the team to engage in the entire business development process, reviewing and adapting plans according to results and changing markets
Position Qualifications
- Post-secondary education (a college diploma or university degree)
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Holding or working towards a minimum of the PFP designation and ideally have or is working towards obtaining CFP designation
- Minimum 4 to 5 years of successful experience as a Financial Planner, supported by demonstrated results
- Experience in preparing, developing and presenting financial plans to clients
- Demonstrated ability to develop working relationships with clients
- Proficient verbal and written communication skills, French language skills are an asset
- Computer literacy (MS Office suite)
- Ability to work independently and possesses self -management skills to complete workload in a timely and accurate fashion while managing competing priorities
We appreciate all expressed interest in this position. However, only the candidates selected for interview will be contacted.
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Instagram, Twitter, and Facebook for job searching tips and other updates.
-
Financial Planner
1 week ago
Toronto, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 ye
-
Financial Planner
1 week ago
Toronto, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
1 week ago
Toronto, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and...
-
Financial Planner
1 week ago
Toronto, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
7 days ago
Toronto, Canada Options Consulting Solutions Full timeAbout the jobFinancial Planners Financial Services Industry Toronto, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
1 week ago
Toronto, Canada Options Consulting Solutions Full timeAbout the jobFinancial PlannersFinancial Services IndustryToronto, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
2 weeks ago
Toronto, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
1 week ago
Toronto, Canada Options Consulting Solutions Full timeAbout the jobFinancial PlannersFinancial Services IndustryToronto, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
2 weeks ago
Old Toronto, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
2 weeks ago
Old Toronto, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
2 weeks ago
Old Toronto, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
1 week ago
Toronto, ON, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and...
-
Financial Planner
7 days ago
Toronto, ON, Canada Options Consulting Solutions Full timeAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and...
-
Financial Planner
1 week ago
Toronto, ON, Canada Options Consulting Solutions Full timeAbout the jobFinancial PlannersFinancial Services IndustryToronto, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner
1 week ago
Toronto, ON, Canada Options Consulting Solutions Full timeAbout the jobFinancial PlannersFinancial Services IndustryToronto, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...
-
Financial Planner, Prospr by Sun Life
1 month ago
Toronto, ON, Canada Sun Life Financial Full timeFinancial Planner, Prospr by Sun Life page is loaded Financial Planner, Prospr by Sun Life Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR00088948 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll...
-
Financial Planner, Prospr by Sun Life
1 month ago
Old Toronto, Canada Sun Life Financial Full timeFinancial Planner, Prospr by Sun Life page is loaded Financial Planner, Prospr by Sun Life Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR00088948 You are as unique as your background, experience and point of view. Here, you’ll be encouraged,...
-
Financial Planner, Prospr by Sun Life
1 month ago
Old Toronto, Canada Sun Life Financial Full timeFinancial Planner, Prospr by Sun Life page is loaded Financial Planner, Prospr by Sun Life Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR00088948 You are as unique as your background, experience and point of view. Here, you’ll be encouraged,...
-
Financial Planner, Prospr by Sun Life
1 month ago
Old Toronto, Canada Sun Life Financial Full timeFinancial Planner, Prospr by Sun Life page is loaded Financial Planner, Prospr by Sun Life Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR00088948 You are as unique as your background, experience and point of view. Here, you’ll be encouraged,...
-
Financial Planner
4 days ago
Old Toronto, Canada Purpose LP Full timePurpose Advisor Solutions Inc, 1128 Yonge St., Toronto, Ontario, Canada Req #44 Thursday, August 3, 2023 Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product...
