Financial Advisor for Education Community

2 weeks ago

York Comte NB, Canada Educators Financial Group Full time

Job Summary

We are seeking a motivated Certified Financial Planner professional to join our team at Educators Financial Group. This is a salaried position with a strong benefits package and a competitive pension plan. The successful candidate will be part of a strong team, supported by regular team meetings, a supportive coaching environment, and quarterly all-staff corporate town hall events.

About the Role

As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our firm and our services within the education community, increase investments from existing clients within your assigned territory, and work closely with our lending staff within the territory. You will need to have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.

About the Ideal Candidate

We are looking for a self-motivated, self-managed individual with significant initiative and drive. A current CFP designation holder approved to be registered with a CIRO firm in the province of Ontario is required. Ideally, you should have ten or more 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

This is a mobile position with the flexibility to manage your own schedule. Tools, technology, and travel expenses required for the role will also be provided. We actively seek and welcome applications from diverse people and strive to ensure that all recruiting processes are non-discriminatory and barrier-free. If you require accommodation in respect of the materials or procedures used at any time during the process, please notify us so appropriate arrangements can be made.

Salary

We offer a salary range of $120,000 - $180,000 per year, depending on experience. With a strong benefits package and a competitive pension plan, this is a rewarding opportunity for a motivated Certified Financial Planner professional to take their career to the next level.

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