Financial Planner for Education Community

7 days ago


Fredericton, New Brunswick, Canada Educators Financial Group Full time

Educators Financial Group is a leading financial services provider, dedicated to delivering exceptional client experiences within the education sector. We are seeking a Certified Financial Planner professional to join our team in York Region.

This role involves developing networks to grow our client base, raising awareness of our firm and services within the education community, increasing investments from existing clients within assigned territories, and working closely with lending staff.

We are looking for a self-motivated individual with significant initiative and drive, who can effectively develop relationships, communicate complex financial concepts, and make value-added recommendations for products and services.

This salaried position offers a strong benefits package, competitive pension plan, and tools, technology, and travel expenses required for the role.

To be successful, you will have:

  • A current CFP designation holder approved to be registered with a CIRO firm in 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;

The estimated salary for this role is $80,000 - $120,000 per year, based on industry standards and location.

Educators Financial Group values diversity and inclusion, and we are committed to creating a workplace that reflects the communities we serve. We welcome applications from diverse candidates and offer accommodation during the recruitment process.


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