Financial Planner, Investment Retirement Planning
6 days ago
We're proud to be recognized as one of the 2024 Best Workplaces in the Financial Services and Insurance sector.
Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities. This is a salaried position with a strong benefits package and a competitive pension plan. Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Defined benefits pension plan, with the company's contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
~ Remote work environment.
~Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
~ A Community Care program to make difference in the lives of people in need.
~ Team building activities and optional social events.
As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our company and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending team within the territory.
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; 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.
Strong candidates holding the PFP (Personal Financial Planner) or CIM (Chartered Investment Manager) designation and working towards the CFP designation may be considered for Senior Financial Advisor role.
~7-10 years of financial services experience, including direct investment sales experience.
~ Proven experience in developing and delivering holistic and tailored financial plans to clients.
~ Proficiency in French would be an asset.
~ Advanced computer literacy (MS Office suite) and strong numerical aptitude.
~ We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. Interview with our Executive Leadership Team Member (1 hour)
Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, and other administrative tasks. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.
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