CFP Financial Planner

ZipRecruiter; Toronto; On-site; CAD 100,000; Full time

Job summary

A leading company in the financial services industry is seeking Financial Planners to manage client relationships and provide personalized financial solutions. The role offers opportunities for growth and collaboration, with a focus on community values. Candidates should have a strong background in financial planning and excellent communication skills.

Qualifications

• Minimum 4-5 years of successful experience as a Financial Planner.
• Experience in developing and presenting financial plans to clients.

Responsibilities

• Develop meaningful relationships with clients as their trusted Financial Planner.
• Prepare client asset allocation proposals and financial planning projections.

Skills

Client Relationship Management

Communication

Self-Management

Education

Post-secondary education

Tools

MS Office

Job description

Job Description

Financial Planners

Financial Services Industry

Toronto, ON

Salary: $100,000

Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years, providing investments, financial planning, and consulting services to a specific market base with which they share a strong mutual relationship. From their corporate headquarters in the Greater Toronto Area, our client offers services throughout Ontario via an integrated network of Advisors based across the province.

As a Financial Planner working from our client’s head office and/or remotely, you will handle inbound and outbound calls to manage client relationships, utilizing your knowledge of product offerings to add value and increase assets under management. Additionally, you will provide lending referrals to the Lending Services team.

We seek leaders with an entrepreneurial spirit who aim to grow a business that values collaboration, culture, and community above all.

Other Responsibilities:

• Develop meaningful relationships with clients, becoming their trusted Financial Planner.
• Retain and grow share of wallet by delivering personalized financial solutions and advice.
• Prepare client asset allocation proposals and modular financial planning projections.
• Respond promptly to client inquiries and resolve issues efficiently.
• Represent the firm at workshops, trade shows, seminars, and events.
• Collaborate with team members throughout the business development process, reviewing and adjusting plans based on results and market changes.

Position Qualifications:

• Post-secondary education (college diploma or university degree).
• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Holding or working towards the PFP designation; ideally, working towards CFP designation.
• Minimum 4-5 years of successful experience as a Financial Planner, supported by demonstrated results.
• Experience in developing and presenting financial plans to clients.
• Ability to build strong client relationships.
• Proficient in verbal and written communication; French language skills are an asset.
• Computer literacy (MS Office suite).
• Ability to work independently with strong self-management skills to complete tasks accurately and on time while managing competing priorities.

We appreciate all interest in this position. Only candidates selected for an interview will be contacted.

Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Selected candidates for in-person interviews will be asked about specific accommodations needed to support their application process.

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