Financial Planner, Group Retirement

NFP, an Aon company (Canada); Greater Sudbury; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in Group Retirement Services is seeking a Financial Planner to support clients through their savings journey to retirement. Successful candidates will possess financial planning credentials along with strong communication and project management skills, essential for building client relationships in a hybrid work environment.

Benefits

Annual bonus plan

Matching RRSP plan of 5% of salary

Referral commission plan

Comprehensive benefits including Health Care Spending Account from day one

Support for continuing education and career advancement

Reimbursement for license fees and professional dues

Access to industry leaders and collaborative culture

Qualifications

• Typically, five years of experience in financial planning.
• Strong communication skills, both oral and written.
• Knowledge of group plan investment options.

Responsibilities

• Lead 1:1 meetings with Group Plan members.
• Support financial planning decisions throughout savings.
• Prepare and deliver group investment review reports.

Skills

Communication

Project Management

Negotiation

Attention to Detail

Mathematical Aptitude

Education

College or university degree

Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP)

Completion of Life Licensed Qualification Program (LLQP)

Tools

Word

Excel

PowerPoint

Outlook

Job description

FINAN013757_8

Business Line: Group Retirement Services

Hours Per Week: 35 (Full-Time)

Location: Ontario, Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About The Role

Whether our clients are just starting a business, building bigger than ever, or simply looking for the right advice to keep things in order, our Group Retirement Consulting team is there to care for the needs of our clients today, tomorrow and every day after that.

We’re looking for a detail-oriented and client-focused Financial Planner to join our team. The Financial Planner will be responsible for supporting our group plan members in their savings journey through to retirement. The Financial Planner will also be involved in delivering investment reviews to our group retirement plan sponsors. The successful candidate will be highly organized, personable, capable, and hardworking, with a desire to learn and work both independently and as part of a tight-knit team.

What You’ll Do

1. Lead 1:1 meetings with Group Plan members to discuss all aspects of the Group Plan, transitioning to receiving income in Retirement, Financial wellness, and Wealth Management needs. These meetings will be both in person and virtual.
2. Support group plan members with financial planning decisions throughout their savings journey.
3. Utilize company-approved software for financial planning purposes.
4. Develop relationships with group plan sponsors.
5. Prepare and deliver group retirement investment review reports to plan sponsors.
6. Participate in Integrated Selling activities with other lines of Business at NFP.
7. Engage in marketing activities and webinars to promote NFP’s Retirement Business.
8. Represent NFP in multi-product line initiatives within Group Benefits and other lines of Business.

What You Bring

• Willingness to have fun at work and create warm, friendly relationships with clients.
• College or university graduate, or equivalent business experience.
• Completion of the Life Licensed Qualification Program (LLQP).
• Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP) designation.
• Typically, five years of experience in the group retirement insurance or financial planning/insurance industry.
• Strong communication skills, both oral and written.
• Knowledge of group plan investment options (pensions, RRSPs, DPSPs, TFSAs) and investment categories.
• Excellent listening, communication, project management, presentation, and negotiation skills.
• Positive attitude and team-oriented mindset.
• Proficiency in Word, Excel, PowerPoint, and Outlook.
• Attention to detail, mathematical aptitude, and commitment to client service excellence.

Who We Are

NFP, an Aon company, is recognized as a top employer with awards for diversity, equity, and inclusion. We are a team of advisors and problem solvers helping clients manage risk, workforce, wealth, and retirement challenges worldwide. Our relationships span over 300 locations across Canada, U.K., and U.S. To learn more, visit https://nfp.ca.

What’s In It For You

• A hybrid work environment prioritizing staff and client interests.
• Annual bonus plan.
• Matching RRSP plan of 5% of salary.
• Referral commission plan.
• Comprehensive benefits including Health Care Spending Account from day one.
• Support for continuing education and career advancement.
• Reimbursement for license fees and professional dues.
• Access to industry leaders and a collaborative, innovative culture.

Our employees are our foundation. We support diversity, inclusion, community involvement, and personal growth. We are committed to serving our community through various charitable activities. Accommodations are available upon request for candidates during the selection process.