Education-Focused Financial Advisor & Planner

Educators Financial Group; Ottawa; Remote; CAD 70,000 - 78,000; Full time

Benefits offered by this job

Health benefits plan

Defined benefit pension plan

Remote work with travel

Paid vacation

Professional development support

Employee engagement programs

Job summary

Educators Financial Group is seeking a Financial Advisor to build long-term client relationships and deliver personalized financial planning. You will drive growth, retention, and an outstanding client experience while meeting with clients and attending events.

The role reports to the Regional Director, Client Advisory Services in Ontario and includes travel within the assigned area. A newly created position offering growth and development opportunities.

Qualifications

• Post-secondary education required.
• Valid Mutual Funds certification or equivalent.
• Certificate in Financial Services Advice preferred.

Responsibilities

• Develop meaningful client relationships and act as trusted Financial Advisor.
• Retain and grow share of wallet with personalized solutions.
• Prepare client asset allocation proposals and financial planning projections.
• Respond to inquiries and resolve issues timely.
• Represent Educators Financial Group at events and workshops.
• Collaborate with team to engage in business development.

Skills

Client relationship management

Verbal & written communication

Public speaking/presentations

MS Office proficiency

Salesforce familiarity

Education

College diploma or university degree

Mutual Funds certification (IFC/CSC)

Certificate in Financial Services Advice

Tools

Salesforce

MorningStar

Conquest

Job description

Educators Financial Group is seeking a Financial Advisor to build long-term client relationships and deliver personalized financial planning. You will drive growth, retention, and an outstanding client experience while meeting with clients and attending events.

The role reports to the Regional Director, Client Advisory Services in Ontario and includes travel within the assigned area. A newly created position offering growth and development opportunities.