Certified Financial Planner Professional

6 days ago

Hamilton, Ontario, Canada Educators Financial Group Full time
Job Summary

Educators Financial Group is seeking a highly skilled Certified Financial Planner professional to join our Client Advisory Services Team. As a key member of our team, you will be responsible for delivering exceptional client experiences within the education community in Niagara/Hamilton.

The ideal candidate will have a strong network of relationships and a proven track record of developing business within the education sector. You will be responsible for growing our client base, raising awareness of our firm and services, and increasing investments from existing clients within your assigned territory.

Key Responsibilities:

  • Develop and maintain relationships with key stakeholders within the education community
  • Grow our client base through strategic networking and business development activities
  • Provide exceptional client service and support to ensure client satisfaction and retention
  • Work closely with our lending staff to identify and pursue new business opportunities

Requirements:

  • Current CFP designation holder, approved to be registered with a CIRO firm in the province of Ontario
  • At least 10 years of experience in the financial services industry
  • Strong business development and networking skills
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and benefits package
  • A strong pension plan
  • Tools, technology, and travel expenses required for the role
  • A supportive coaching environment and regular team meetings

Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process.

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