Senior Financial Services Professional

2 days ago


Fredericton, New Brunswick, Canada Educators Financial Group Full time

We are seeking a highly motivated and experienced Certified Financial Planner professional to join our team at Educators Financial Group in York Region. As a Senior Financial Services Professional, you will play a key role in delivering exceptional client experiences and growing our presence within the education community.

About Us

Educators Financial Group is a leading provider of financial services, dedicated to helping educators achieve their financial goals. We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.

Job Description

This is a salaried position with a competitive salary of $85,000 - $110,000 per year, depending on experience. The successful candidate will have a strong background in financial planning and sales, with a proven track record of building relationships and driving business growth.

  • You will develop networks to grow our client base, raise awareness of our firm and our services within the education community, and increase investments from existing clients within your assigned territory.
  • You will work closely with our lending staff within the territory to provide comprehensive financial solutions to our clients.
Requirements

To be successful in this role, you must have:

  • A current CFP designation holder, approved to be registered with a CIRO firm in the province of Ontario
  • At least ten years of financial services experience
  • Strong candidates holding the PFP designation and working towards the CFP designation may be considered for a Senior Financial Advisor role
  • Bilingualism (French) would be considered an asset
Benefits

We offer a strong benefits package, including a competitive pension plan, and tools, technology, and travel expenses required for the role will also be provided.

What We Offer

In addition to a competitive salary and benefits package, we offer a supportive coaching environment and quarterly all-staff corporate town hall events. If you are a motivated candidate, eager to grow your career in a supportive environment, then we want to hear from you.



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