Senior Financial Planning Consultant

7 days ago


Hamilton, Ontario, Canada Educators Financial Group Full time

About Our Team

Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.

Job Summary

This salaried role offers a unique opportunity for a seasoned Certified Financial Planner to join our team and contribute to our mission of helping clients achieve their financial goals.

Responsibilities

  • Develop and deliver tailored financial plans to clients
  • Buid strong relationships with clients and partners
  • Grow our client base through targeted marketing and networking efforts

Requirements

  • Current CFP designation holder
  • 7-10 years of financial services experience
  • Proven track record of delivering financial plans and growing client relationships
  • Strong communication and interpersonal skills

Benefits

  • Competitive salary
  • Comprehensive benefits package including health benefits, pension plan, and more
  • Opportunities for professional growth and development


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