Financial Advisor

6 days ago


Fredericton, New Brunswick, Canada Educators Financial Group Full time

We are seeking a Financial Advisor with a focus on serving the education community in York Region. As a Certified Financial Planner professional, you will be responsible for delivering exceptional client experiences and growing our presence within this market.

This role involves developing relationships with educators, building networks to expand our client base, and raising awareness of our firm's services within the sector. You will also work closely with lending staff to increase investments from existing clients within your assigned territory.

To succeed in this position, you should have:

  • Excellent communication skills to clearly articulate the benefits of financial planning and make tailored recommendations to clients;
  • A strong sales acumen to respond to changing market conditions and maintain a consistent sales pipeline;
  • The ability to build authentic relationships and identify centers of influence within the education community;
  • Familiarity with financial planning products, including investments, retirement planning, cash flow management, tax planning, and estate planning;

This is a salaried position with a competitive compensation package, which includes a salary of $85,000 per year, based on industry standards and location. We also offer a comprehensive benefits package and a pension plan.

If you are a motivated individual with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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