Certified Financial Planner Professional

3 weeks ago

York Comte NB, Canada Educators Financial Group Full time

Educators Financial Group is growing again We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups, and some members of Ontario Universities and their family members.

As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our firm and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending staff within the territory.

This role may be for you if:

  • You enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence;
  • You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services;
  • You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets;
    and
  • You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.

This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive. The successful candidate will be part of a strong team, supported by regular team meetings, a supportive coaching environment, and quarterly all-staff corporate town hall events.

This is a salaried position with a strong benefits package and a competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided. If you are a motivated candidate, eager to grow your career in a supportive environment, then we want to hear from you

Qualifications

  • Current CFP designation holder, approved to be registered with a CIRO firm in the province of Ontario
  • Ideally have ten or more years of financial services experience
  • Strong candidates holding the PFP designation and working towards the CFP designation may be considered for a Senior Financial Advisor role
  • Bilingualism (French) would be considered an asset

Interested in applying for this position?

To apply, submit your cover letter and resume by email with the job title and area in the subject line to careers@educatorsfinancialgroup.ca. Only selected candidates will be contacted.

Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at careers@educatorsfinancialgroup.ca so appropriate arrangements can be made.

Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.

  • Certified Financial Planner Professional

    3 weeks ago

    York Comte, NB, Canada Educators Financial Group Full time

    Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic...

  • Financial Planner, Investment Retirement Planning

    3 weeks ago

    York Comte, NB, Canada Educators Financial Group Full time

    Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers...

  • Certified Financial Planner professional

    3 weeks ago

    York, Canada Educators Financial Group Full time

    Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region. The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers...

  • Certified Financial Planner professional

    3 weeks ago

    York, Canada Educators Financial Group Full time

    Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region. The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers...

  • Certified Financial Planner professional

    2 weeks ago

    York, Canada Educators Financial Group Full time

    Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers...

  • Financial Advisor for Education Community

    2 weeks ago

    York Comte, NB, Canada Educators Financial Group Full time

    Job Summary We are seeking a motivated Certified Financial Planner professional to join our team at Educators Financial Group. This is a salaried position with a strong benefits package and a competitive pension plan. The successful candidate will be part of a strong team, supported by regular team meetings, a supportive coaching environment, and...

  • Client Services Representative

    2 months ago

    North York, Canada Educators Financial Group Full time

    Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...

  • Client Services Representative

    7 months ago

    North York, Canada Educators Financial Group Full time

    Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...

  • Planner, Maintenance-eng-ptchs S

    4 months ago

    North York, Canada Apotex Full time

    About Apotex Inc. Apotex Inc. is a Canadian-based global health company that produces high-quality, affordable medicines for patients around the world. Apotex employs almost 7,200 people worldwide in manufacturing, R&D, and commercial operations. Apotex medicines are accessible to patients in more than 75 countries globally. Through vertical integration, the...

  • Planner, Maintenance-ENG-PTchS S

    5 months ago

    North York, Canada Apotex Full time

    About Apotex Inc. Apotex Inc. is a Canadian-based global health company that produces high-quality, affordable medicines for patients around the world. Apotex employs almost 7,200 people worldwide in manufacturing, R&D, and commercial operations. Apotex medicines are accessible to patients in more than 75 countries globally. Through vertical...

  • Manager, Strategy

    6 months ago

    North York, Canada Ontario Professional Planners Institute Full time

    **MANAGER, STRATEGY & COMMUNICATIONS** **PURPOSE** **ABOUT OPPI** The Ontario Professional Planners Institute (OPPI) is the recognized voice of Ontario’s planning profession with over 4,600 members who work in government, private practice, universities, and not-for-profit agencies in the fields of urban and rural development, community design,...

  • Intern, Strategy

    7 months ago

    North York, Canada Ontario Professional Planners Institute Full time

    **INTERN, STRATEGY & cOMMUNICATIONS** **PURPOSE** We’re on the lookout for a driven, passionate, and energetic early career communicator to join the Ontario Professional Planners Institute (OPPI). Working with the Strategy & Communications team, including the Coordinator, Manager, and Director, you’ll play a pivotal role in implementing our...

  • Repair Planner

    6 months ago

    North York, Canada Assured Automotive Full time

    Assured Automotive, ON TorYork **Job Description**: ** Industry Leading Compensation, Benefits & Training ** We are seeking Collision Estimators and Damage Appraisers to join our winning team. We offer GREAT EARNING POTENTIAL with competitive compensation plans, health benefits, and career advancement opportunities. **Roles and Responsibilities** We are...

  • Administrative Assistant

    6 months ago

    North York, Canada Raymond James Financial Full time

    **Administrative Assistant** - 2303943 Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

  • Financial Services Assistant

    3 weeks ago

    North York, Canada KB Financial Solutions Full time

    KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance. We are seeking a Financial Services...

  • Certified Dental Assistant

    4 days ago

    North York, Canada Dr. N. Wong Dent Prof Corp Full time

    Looking for someone willing to learn and adapt; - Registered and/or certified as a Dental Assistant with the Provincial regulatory body or association - Previous dental assisting experience is preferred - Strong communication skills in English; additional languages would be an asset; - Excellent interpersonal, communication, and time management skills -...

  • Intern, Education

    7 months ago

    North York, Canada Ontario Professional Planners Institute Full time

    **Intern, education & Events** **PURPOSE** This is a paid, full-time opportunity from May to September. **ABOUT OPPI** The Ontario Professional Planners Institute (OPPI) is the recognized voice of Ontario’s planning profession with over 4,600 members who work in government, private practice, universities, and not-for-profit agencies in the fields of...

  • Communications Coordinator

    6 months ago

    North York, Canada Ontario Professional Planners Institute Full time

    **COMMUNICATIONS COORDINATOR** **ABOUT OPPI** The Ontario Professional Planners Institute (OPPI) is the recognized voice of Ontario’s planning profession with over 4,600 members who work in government, private practice, universities, and not-for-profit agencies in the fields of urban and rural development, community design, environmental planning,...

  • Financial Advisor

    4 weeks ago

    North York, Canada Primerica Financial Services Full time

    About The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...

  • Financial advisor

    4 weeks ago

    North York, Canada Primerica Financial Services Full time

    About The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...