Holistic Financial Advisor
3 days ago
We're seeking a skilled Holistic Financial Advisor to join our team at Educators Financial Group. As a key member of our advisory team, you will be responsible for providing comprehensive financial advice to clients, including investments, retirement planning, cash flow management, tax planning, and estate planning.
This role requires a strong understanding of financial planning and the ability to clearly communicate the merits of a sound financial plan. You will need to make client-focused, value-added recommendations for products and services and have experience successfully advising on product offerings.
You will be a self-motivated, self-managed individual with significant initiative and drive, able to manage your own schedule and travel to meet with clients. This is an excellent opportunity to join a dynamic team and contribute to the success of our organization.
Key Responsibilities:
- Provide comprehensive financial advice to clients, including investments, retirement planning, cash flow management, tax planning, and estate planning
- Develop and deliver tailored financial plans to clients
- Work closely with our lending team to provide comprehensive financial solutions to clients
- Maintain accurate records and reports on client interactions and financial plans
Requirements:
- Certified Financial Planner (CFP) designation holder approved to be registered with a CIRO firm in Ontario
- 7-10 years of financial services experience, including direct investment sales experience
- Proven experience in developing and delivering tailored financial plans to clients
- Strong interpersonal skills in managing client partnerships and engaging long-term relationships
- Proficient verbal and written communication skills
- Advanced computer literacy (MS Office suite)
- Skilled at self-directed work and maintaining high standards of accuracy and timeliness while handling multiple priorities
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