Remote CFP: Grow Financial Futures for Educators
2 weeks ago
A financial services organization is looking for a Certified Financial Planner to develop client networks and provide tailored financial planning services. The ideal candidate will possess a CFP designation and have 7-10 years of relevant experience. This mobile role offers flexible scheduling and a salary range of $90,000 to $100,000, along with a comprehensive benefits package including health, pension, and remote work options.
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Educators Financial Group Full timeA leading financial services provider in Toronto is seeking a Certified Financial Planner to enhance client relationships and expand the client base. The role involves developing tailored financial plans and requires significant financial service experience. Candidates should possess a CFP designation and strong communication skills. The position offers a...
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Remote CFP: Grow Financial Futures for Educators
3 weeks ago
Toronto, Canada Educators Financial Group Full timeA financial services organization is looking for a Certified Financial Planner to develop client networks and provide tailored financial planning services. The ideal candidate will possess a CFP designation and have 7-10 years of relevant experience. This mobile role offers flexible scheduling and a salary range of $90,000 to $100,000, along with a...
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Remote CFP: Grow Client Portfolios in Education
2 weeks ago
Toronto, Canada Educators Financial Group Full timeA leading financial services provider in Toronto is seeking a Certified Financial Planner to enhance client relationships and expand the client base. The role involves developing tailored financial plans and requires significant financial service experience. Candidates should possess a CFP designation and strong communication skills. The position offers a...
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Remote CFP: Grow Client Portfolios in Education
2 weeks ago
Toronto, Canada Educators Financial Group Full timeA leading financial services provider in Toronto is seeking a Certified Financial Planner to enhance client relationships and expand the client base. The role involves developing tailored financial plans and requires significant financial service experience. Candidates should possess a CFP designation and strong communication skills. The position offers a...
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Financial Advisor
1 week ago
Toronto, Canada Educators Financial Group Full time**Who We Are** Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s...
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Canada Creek, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwest Addition Full timeA financial services company is seeking an experienced Financial Professional in Canada to educate employees on personal finance topics. The role offers flexibility, allowing you to work from anywhere, and requires professional designations like CFP or PFA. Ideal candidates should have at least 4 years of experience in financial planning and possess...
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Financial Advisor
3 days ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
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Financial Advisor
7 days ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Planworth Full timePlanworth makes it possible for advisors to deliver tailored financial, tax and estate planning guidance to more clients across a broader spectrum of wealth than ever before. Planworth is a B2B SaaS platform transforming the wealth planning experience and democratizing access to the best planning insights. Our Platform puts a virtual family office in the...
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Remote Senior Financial Planning Consultant
2 weeks ago
Halifax, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Sun Life Financial Full timeA leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of...