Senior Financial Planner for Educators
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Join Educators Financial Group as a Senior Financial Planner, specializing in personalized financial strategies for education members. Enjoy a remote work environment with competitive pay and benefits. This role is designed for a seasoned financial expert dedicated to building client relationships within the education community. You will leverage your skills in investment planning and develop tailored financial solutions. With a focus on professional growth, the position enables you to work closely with clients in Kingston and surrounding areas. Key Responsibilities:
- Build and maintain strong relationships with clients
- Achieve sales goals through effective planning
- Monitor performance and adjust strategies as needed
- Utilize technology for client insights and records
- Conduct financial planning presentations and workshops
- Current CFP designation required
- Minimum 7 years in investment sales/financial planning
- Strong interpersonal skills for client management
- Advanced computer literacy and numerical skills
- Ability to self-manage and prioritize work effectively
-
Senior Financial Planner for Educators
2 days ago
Calgary, Alberta, Canada Educators Financial Group Full-timeJoin Educators Financial Group as a Senior Financial Planner, specializing in personalized financial strategies for education members. Enjoy a remote work environment with competitive pay and benefits.This role is designed for a seasoned financial expert dedicated to building client relationships within the education community. You will leverage your skills...
-
Senior Financial Planner for Educators
1 week ago
Edmonton, AB, Edmonton Census Division, AB; Alberta, Canada Educators Financial Group Full-timeJoin Educators Financial Group as a Senior Financial Planner, specializing in personalized financial strategies for education members. Enjoy a remote work environment with competitive pay and benefits. This role is designed for a seasoned financial expert dedicated to building client relationships within the education community. You will leverage your...
-
Education-Focused Financial Advisor
2 days ago
Calgary, AB, Calgary Census Division, AB; Alberta, Canada Educators Financial Group Full-timeEducators Financial Group is seeking a Financial Advisor to build long-term client relationships and deliver personalized financial planning. You will drive growth, retention, and an outstanding client experience while meeting with clients and attending events. The role reports to the Regional Director, Client Advisory Services in Ontario and includes...
-
Senior Financial Planner
3 days ago
Calgary, AB, Calgary Census Division, AB; Alberta, Canada Educators Financial Group Full-time €92,000 - €95,000 TemporaryWho 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...
-
Education-Focused Financial Advisor
2 days ago
Calgary, AB, Canada Educators Financial Group Full-timeEducators Financial Group is seeking a Financial Advisor to build long-term client relationships and deliver personalized financial planning. You will drive growth, retention, and an outstanding client experience while meeting with clients and attending events.The role reports to the Regional Director, Client Advisory Services in Ontario and includes travel...
-
Senior Financial Planner
2 days ago
Calgary, Alberta, Canada Educators Financial Group Full-timeWho We AreOwned 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 financial...
-
Senior Financial Planner
3 days ago
Edmonton, AB, Edmonton Census Division, AB; Alberta, Canada Educators Financial Group Full-time €92,000 - €95,000 TemporaryWho 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...
-
Senior Financial Planner — Wealth Strategy
17 hours ago
Calgary, AB, Canada Richardson Wealth Ltd Full-time €85,000 - €130,000 ContractRichardson Wealth Ltd. is seeking an experienced Financial Planner to join our Calgary team. You will lead and continually enhance our comprehensive wealth planning process using Planworth, preparing retirement, tax, estate and cash flow plans, and presenting recommendations to clients. You will collaborate with advisors and support staff to deliver a...
-
Senior Financial Planner: Retirement
17 hours ago
Calgary, AB, Canada Richardson Wealth Limited Full-time €90,000 - €150,000 ContractRichardson Wealth Limited is seeking an experienced Financial Planner in Calgary to join our growing team. You will develop and continually enhance our comprehensive planning processes, preparing retirement, tax, estate and cash flow plans using Planworth, and presenting recommendations to clients. You will collaborate with advisors, portfolio managers and...
-
Education-Focused Financial Advisor
7 days ago
Edmonton, AB, Edmonton Census Division, AB; Alberta, Canada Educators Financial Group Full-timeEducators Financial Group is seeking a Financial Advisor to build long-term client relationships and deliver personalized financial planning. You will drive growth, retention, and an outstanding client experience while meeting with clients and attending events. The role reports to the Regional Director, Client Advisory Services in Ontario and includes...