Certified Financial Planner

Beyond Bilingual Inc.; Toronto; Remote; CAD 110,000; Full time

Job summary

An established industry player is seeking a talented Certified Financial Planner to join their dynamic team. This exciting opportunity allows you to work remotely while covering the York Region, providing financial planning services to clients. With a focus on client relationship management, you'll leverage your expertise to help clients achieve their financial goals. The role offers flexibility in setting your own hours and includes a competitive salary with performance bonuses. Join a leading financial services firm that values professional growth and offers comprehensive benefits, including a company-paid benefit plan, dental and vision coverage, and a pension plan. If you're passionate about finance and client success, this is the perfect role for you.

Benefits

Company-paid benefit plan (after 3 months)

Dental plan

Vision plan

Life Insurance

Travel Insurance

Short-Term Disability (STD)

Long-Term Disability (LTD)

Pension Plan

Business Casual dress code policy

Excellent training

Mileage reimbursement offered

Qualifications

• 5+ years of financial services experience required.
• Current CFP or PFP designation is mandatory.

Responsibilities

• Provide financial planning services to clients in York Region.
• Manage client relationships and ensure satisfaction.

Skills

Financial Planning

Client Relationship Management

Communication Skills

Education

Post Secondary Education

CFP Designation

PFP Designation

Tools

MS Office

Financial Planning Software

Job description

Certified Financial Planner – York Region
Permanent, Full Time
Location: (Remote - Covering the York Region)
Hours: (Monday to Friday - You will set your own hours)
(40 hours/wk.)
Salary: Up to $90K+ Approx. 20% Bonus - OVERALL SALARY $110K+
**Must live in the Greater Toronto Area and be able to visit clients in the York Region.**
Company: 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.
Perks:

1. Company-paid benefit plan (after 3 months)
2. Dental plan
3. Vision plan
4. Life Insurance
5. Travel Insurance
6. STD
7. LTD
8. Pension Plan
9. Business Casual dress code policy
10. Excellent training
11. Mileage reimbursement offered

Qualifications:

1. Post secondary education.
2. Current CFP designation holder or PFP, approved to be registered with a CIRO (Canadian Investment Regulatory Organization) firm in the province of Ontario.
3. 5+ years (or more) of financial services experience.
4. Must have a car.
5. MS Office + Financial Planning Software.
6. Must be able to work very occasional evenings and Saturdays.