Certified Financial Planner professional

3 weeks ago

Toronto, Ontario, 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 specialist – supporting our clients on their financial journey and empowering them to reach their goals.

What We Offer

We're proud to be recognized as one of the 2024 Best Workplaces in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities. This is a salaried position with a strong benefits package and a competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided.

Benefits package includes:

  • Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
  • Defined benefits pension plan, with the company's contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
  • Remote work environment.
  • 3 weeks of paid vacation and other leave entitlements.
  • Learning and development support to aid professional growth.
  • Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
  • Employee-led committees to boost engagement, initiative and idea sharing.
  • A Community Care program to make difference in the lives of people in need.
  • Team building activities and optional social events.

About the Role

As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our company and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending team within the territory.

This role may be for you if:

  • You enjoy developing relationships. You don't hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence.
  • You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services.
  • You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets; and
  • You 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.

This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive. This role involves travelling and using own vehicle to meet with clients.

Qualifications

  • Current CFP (Certified Financial Planner) designation holder, approved to be registered with a CIRO firm in the province of Ontario.
  • Strong candidates holding the PFP (Personal Financial Planner) or CIM (Chartered Investment Manager) designation and working towards the CFP designation may be considered for Senior Financial Advisor role.
  • 7-10 years of financial services experience, including direct investment sales experience.
  • Proven experience in developing and delivering holistic and tailored financial plans to clients.
  • Strong interpersonal skills in managing client partnerships, proven ability to engage and nurture long-term relationships.
  • Proficient verbal and written communication skills. Proficiency in French would be an asset.
  • Advanced computer literacy (MS Office suite) and strong numerical aptitude.
  • Skilled at self-directed work, maintaining high standards of accuracy and timeliness while handling multiple priorities.

Selection Process

We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from all qualified candidates who are inspired to deliver top-notch customer service and contribute to our company's success.

We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at to ensure appropriate arrangements are made.

We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.

Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre-screened applicants will then be contacted to coordinate the following:

Interview with our Human Resources Team (up to 1 hour)

Interview with our Hiring Team (1 hour)

Interview with our Executive Leadership Team Member (1 hour)

AI in Recruitment

Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.

  • Certified Financial Planner professional

    3 weeks ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Who We AreOwned 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...

  • Certified Financial Planner professional

    3 weeks ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Who We AreOwned 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...

  • Certified Financial Planner professional

    3 weeks ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Who We AreOwned 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...

  • Certified Financial Planner professional

    3 weeks ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Who We AreOwned 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...

  • Certified Financial Planner Specialist

    5 days ago

    Toronto, Ontario, Canada Fonction publique de l'Ontario Full time

    About the Position: The Fonction publique de l'Ontario is seeking a Certified Financial Planner Specialist to join its team as a Financial Planner. In this role, you will help OPGT clients with their financial planning needs by providing professional advice.Key Responsibilities:Develop complex financial plans and investment proposals for individual...

  • Certified Financial Planner Role with Educators Financial Group

    7 days ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    About the JobThis role involves developing networks to grow our client base, raising awareness of our company and services within the education community, and increasing investments from existing clients. As a Certified Financial Planner professional, you will work closely with our lending team to identify opportunities and build strong client...

  • Financial Planner Professional

    1 week ago

    Toronto, Ontario, Canada BMO Financial Full time $44,500 - $82,500

    Job Overview:We are seeking a skilled Financial Planning professional to join our team. As a key member of our organization, you will be responsible for providing financial and investment planning and advice to our customers. Your primary goal will be to deliver solutions in the best interests of our clients.Key Responsibilities:Provides financial and...

  • Certified Professional

    2 days ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Our VisionWe strive to be the education community's financial specialist, supporting our clients on their financial journey and empowering them to reach their goals.Role OverviewThe successful candidate will develop and deliver holistic and tailored financial plans to clients, utilizing their knowledge and skills to identify client needs and provide...

  • Financial Planner Professional

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    **About Us**">About Scotiabank">At Scotiabank, we're committed to helping our customers, their families and communities achieve success through a wide range of advice, products and services. Our purpose is to create a better future for everyone by making a positive impact on the lives of people around us.">About the Role">We're seeking a highly skilled...

  • Certified Financial Planner Position

    2 weeks ago

    Toronto, Ontario, Canada RBC Full time

    Key ResponsibilitiesCoach and mentor financial planners on all aspects of the financial planning process.Develop and present financial planning topics to financial planners.Contribute to special projects, such as developing training tools and supporting financial planning strategy.The ideal candidate will have strong technical knowledge, excellent...

  • Certified Financial Advisor Role

    1 day ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job DescriptionResponsibilities:Develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Foster a culture of excellence, promoting the development and sustainable growth of proprietary investment business in the assigned market area.Conduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    Application Deadline:02/13/2025Address:7275 rue Sherbrooke estJob Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more....

  • Financial Planner, Investment Retirement Planning

    3 weeks ago

    Toronto, Ontario, 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 Planner

    1 day ago

    Toronto, Ontario, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team).As an Financial Planner, you will focus on...

  • Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 210904Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team). Join a purpose...

  • Financial Planner

    1 day ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 210892Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team). Join a purpose...

  • Investment and Financial Planning Professional

    18 hours ago

    Toronto, Ontario, Canada DUCA Financial Services Credit Union Full time

    Our Culture: At DUCA Financial Services Credit Union, we're committed to creating a culture that values diversity, inclusion, and collaboration. We believe in empowering our employees to take ownership of their work, innovate and think creatively, and strive for excellence in everything they do. If you share our values and are passionate about delivering...

  • Wealth Management Professional

    2 weeks ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    **About the Role**We are seeking a Wealth Management Professional to join our team at BMO Financial Group. In this role, you will work closely with our clients to understand their financial goals and develop tailored investment strategies to help them achieve those goals.The ideal candidate will have a strong background in investment management and a proven...

  • Financial Planner

    2 weeks ago

    Toronto, Ontario, Canada BMO Financial Full time

    Application Deadline: 03/30/2025 Address: 518 Danforth Avenue Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more....

  • Remote: Account Executive

    17 hours ago

    Toronto, Ontario, Canada eState Planner Full time

    The ideal candidate will possess strong sales, interpersonal and organizational skills. Track and record metrics throughout sales process Bachelor's degree 2-3 years of business experience Proficiency in Microsoft Office Ability to harness financial data to inform decisions About eState Planner At eState Planner, our goal is to improve estate planning...