Financial Planner, Group Retirement

NFP Canada Corp; London; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Financial Planner to join their team in London, Ontario. This role involves providing personalized financial planning support to group plan members, leading individual meetings, and preparing investment reviews for sponsors. Ideal candidates will have significant experience in financial planning and a commitment to excellent client service. This position offers a hybrid work environment along with competitive benefits.

Benefits

Annual bonus plan

Matching RRSP contribution

Comprehensive benefits including Health Care Spending Account

Qualifications

• Completion of the Life Licensed Qualification Program (LLQP).
• Approximately five years of experience in financial planning or insurance.

Responsibilities

• Lead 1:1 meetings with Group Plan members to discuss their retirement.
• Prepare and deliver investment review reports to plan sponsors.
• Engage in marketing activities to promote NFP’s retirement services.

Skills

Client relationship building

Strong communication skills

Attention to detail

Proficiency in Excel and Word

Education

College or university degree or equivalent experience

CFP or QAFP designation

Tools

Financial planning software

Microsoft Outlook

Job description

Join to apply for the Financial Planner, Group Retirement role at NFP, an Aon company (Canada)

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FINAN013757_3

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

Our Group Retirement Consulting team supports clients at every stage of their retirement planning, from starting a business to building wealth and planning for retirement. We are seeking a detail-oriented, client-focused Financial Planner to support our group plan members and deliver investment reviews to plan sponsors. The ideal candidate is organized, personable, capable, and eager to learn, able to work independently and within a close-knit team.

What You’ll Do

• Lead 1:1 meetings with Group Plan members to discuss their retirement and financial wellness, in person and virtually.
• Support members in their financial planning decisions throughout their savings journey.
• Utilize approved financial planning software.
• Develop relationships with group plan sponsors.
• Prepare and deliver investment review reports to plan sponsors.
• Participate in integrated selling activities with other NFP business lines.
• Engage in marketing activities and webinars to promote NFP’s retirement services.
• Represent NFP in multi-product line initiatives involving Group Benefits and other divisions.

What You Bring

• A positive, fun attitude and ability to build warm client relationships.
• College or university degree or equivalent experience.
• Completion of the Life Licensed Qualification Program (LLQP).
• CFP or QAFP designation.
• Approximately five years of experience in group retirement insurance or financial planning/insurance industries.
• Strong communication skills, both oral and written.
• Knowledge of group plan investment options (pensions, RRSPs, DPSPs, TFSAs).
• Excellent listening, presentation, negotiation, and project management skills.
• Team-oriented with a positive attitude.
• Proficiency in Word, Excel, PowerPoint, and Outlook.
• Attention to detail and mathematical aptitude.
• Commitment to delivering excellent client service.

Who We Are

NFP, an Aon company, is recognized as a top workplace with awards for diversity and inclusion. We are a team of advisors and problem solvers dedicated to helping clients manage risks, workforce, wealth, and retirement challenges through tailored solutions and a people-first approach. We have a growing presence across Canada, the UK, and the US. Learn more at https://nfp.ca.

What’s In It For You

• A hybrid work environment supporting work-life balance.
• Annual bonus plan.
• Matching RRSP contribution of 5% of salary.
• Referral commission plan.
• Comprehensive benefits, including Health Care Spending Account from day one.
• Support for continuing education and career growth.
• Reimbursement for license fees and memberships.
• Access to industry leaders committed to retention, growth, and innovation.

We value our employees and foster a diverse, inclusive, and community-oriented culture. We support community initiatives and encourage our team to contribute to causes like Women in Insurance Cancer Crusade, Food Banks Canada, and Indspire Canada. We believe in creating a secure future through meaningful conversations and community engagement.

Accommodations are available upon request during the application process.

Additional Details

Seniority level: Not Applicable

Employment type: Full-time

Job function: Finance

Industry: Insurance

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