Certified Financial Planner

Beyond Bilingual Inc.; Ontario; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading Financial Services firm in Ontario seeks a talented Certified Financial Planner to join their team. This role involves building client relationships, providing investment advice, and increasing the firm's visibility within the education community. Ideal candidates will hold a CFP designation and have 5+ years of experience in financial services.

Benefits

Vision plan

Life Insurance

Travel Insurance

Pension Plan

Business Casual dress code

Excellent training

Mileage reimbursement

Qualifications

• 5+ years of experience in financial services preferred.
• Current CFP designation is required for this role.
• Must have a car for client visitations.

Responsibilities

• Develop networks to grow the client base and increase investments.
• Provide investment, retirement, cash flow, and tax planning advice.
• Adjust sales activities in response to market conditions.

Skills

Client Relationship Management

Investment Advice

Financial Planning

Sales Strategy

Education

Post Secondary Education

CFP or PFP Certification

Tools

MS Office

Financial Planning Software

Job description

Our client is a leading Financial Services firm that continues to grow. Due to continued growth, they are looking to add a talented Certified Financial Planner to their team of professionals.

• Vision plan
• Life Insurance
• Travel Insurance
• Pension Plan
• Business Casual dress code policy
• Excellent training
• Mileage reimbursement offered

Responsibilities

Job Summary :

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

Duties :

• Make in-person visits with clients to develop relationships with existing clients and focus on increasing their investments through providing wise investment advice.
• Provide advice on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.
• Make presentations to attract new clients and grow the overall client base for your territory.
• Communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services.
• Be able to respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets.

Qualifications

Qualifications :

• Post secondary education.
• Current CFP designation holder or PFP , approved to be registered with a CIRO (Canadian Investment Regulatory Organization) firm in the province of Ontario.
• 5+ years (or more) of financial services experience.
• Must have a car
• MS Office + Financial Planning Software.
• Must be able to work very occasional evenings and Saturdays.

Create a job alert for this search

Financial Planner • Greater Toronto Area, CA