Financial Advisor

3 days ago

Toronto, Canada Educators Financial Group Full time

**Job Summary**:
Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.

As a Financial Advisor working from Educators’ head office and/or home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using your knowledge of the product offerings to provide additional value and grow the share of assets held by Educators Financial Group. In addition, you will provide lending referrals to our Lending Services team.

In this role, you will be responsible for:

- Developing meaningful relationships with clients and becoming their trusted Financial Advisor
- Retaining and growing share of wallet by delivering personalized financial solutions and advice
- Preparing client asset allocation proposals and modular financial planning projections
- Responding to client inquiries and resolving issues in a timely manner
- Representing Educators Financial Group at workshops, trade shows, seminars and events
- Collaborating with other members of the team to engage in the entire business development process, reviewing and adapting plans according to results and changing markets

**Qualifications**:

- Post-secondary education (a college diploma or university degree)
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Holding or working towards a minimum of the PFP designation and encouraged to work towards obtaining CFP designation
- Minimum 3 to 5 years of successful experience as a Financial Advisor, supported by demonstrated results
- Experience in preparing, developing and presenting financial plans to clients, would be an asset
- Demonstrated ability to develop working relationships with clients
- Proficient verbal and written communication skills
- Computer literacy (MS Office suite)
- Ability to work independently and possesses self-management skills to complete workload in a timely and accurate fashion while managing competing priorities

  • Financial Advisor

    5 days ago

    Toronto, Canada CI Financial Full time

    **ABOUT US** Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 830 professional advisors, located in communities throughout the country, have approximately $43 billion of Canadian's family wealth under their care. **POSITION**:Financial Advisor **LOCATION**: Toronto, ON (M5J...

  • Financial Advisor

    7 days ago

    Toronto, Canada Educators Financial Group Full time

    **Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

  • Financial Advisor

    1 week ago

    Toronto, Canada Educators Financial Group Full time

    **Who We Are** Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s...

  • Financial Advisor

    4 weeks ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Job OverviewWe...

  • Financial Advisor

    2 weeks ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Job OverviewWe...

  • Financial Advisor

    5 days ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

  • Independent Financial Advisors

    2 weeks ago

    Toronto, Ontario, Canada Desjardins Financial Security Independent Network Full time $90,000 - $120,000 per year

    Company DescriptionDesjardins Financial Security Independent Network, along with SFL Wealth Management, forms a trusted financial products and services distribution network specializing in wealth management. With over 1,500 independent advisors, the network provides personalized support to help clients navigate different life stages and achieve financial...

  • SUN LIFE FINANCIAL ADVISOR

    3 weeks ago

    Toronto, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Scarborough, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00034442 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...

  • SUN LIFE FINANCIAL ADVISOR

    4 weeks ago

    Toronto, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Scarborough, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00034442You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...

  • SUN LIFE FINANCIAL ADVISOR

    3 weeks ago

    Toronto, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Scarborough, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00034442You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...