Expert Financial Planning Professional
1 week ago
We are seeking an expert financial planning professional to join our team as a Financial Planning Consultant. In this role, you will be responsible for providing direct support in designated markets for in-branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations.
Key Responsibilities- Engagement, support, and delivery of client-facing planning for target clients.
- Accountable for working with branch leadership to drive financial planning.
- Develop strong internal networks with software owners and training and practice management to enhance overall effectiveness of training.
To succeed in this role, you must have:
- A university degree supported by a professional designation (CFP/IQPF).
- 5+ years of related experience in one or more of the following areas: financial planning, training, and development.
- Knowledge and technical proficiency related to myGPS or other financial planning software solutions.
- Knowledge of Canadian taxation and pension legislation.
- Excellent verbal and written communication, presentation, and interpersonal skills.
- Able to work independently and collaboratively within a team.
We offer a comprehensive total rewards program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also receive a world-class training program in financial services and the opportunity to work in a dynamic, collaborative, progressive, and high-performing team.
LocationThe ideal candidate will be located in Toronto, Canada, and be willing to travel occasionally.
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Financial Planning Expert
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