Financial Planner, Group Retirement

NFP Canada Corp; Oshawa; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

A leading insurance and financial services firm is seeking a detail-oriented Financial Planner to provide guidance to group plan members in their retirement savings journey. This role involves conducting meetings, developing relationships with clients, and delivering investment reviews. The ideal candidate has a CFP or QAFP designation and five years of experience in the financial planning industry. A hybrid work environment and a supportive company culture are offered.

Benefits

Annual bonus plan

Matching RRSP plan of 5% of salary

Health Care Spending Account

Full support for continuing education

Generous benefits plan

Qualifications

• Minimum five years’ experience in the group retirement insurance or financial planning/insurance industry.
• Strong knowledge of group plan investment options (pensions, RRSPs, TFSAs).
• Excellent listener and communicator.

Responsibilities

• Lead 1:1 meetings with Group Plan members to discuss financial planning.
• Support group plan members with financial planning decisions.
• Prepare and deliver group retirement investment review reports.

Skills

Client-focused approach

Strong oral and written communication

Financial planning knowledge

Detail-oriented

Project management

Negotiation skills

Education

College or university degree or equivalent business experience

Completion of the Life Licensed Qualification Program (LLQP)

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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

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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, detail oriented, personable, capable and hard-working with a desire to learn and work both independently and as part of a very tight-knit team.

What You’ll Do

• 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
• Help support group plan members with financial planning decisions through their savings journey
• Use company approved software for financial planning purposes
• Develop relationship with group plan sponsors
• Prepare and deliver group retirement investment review reports to plan sponsors
• Participate in Integrated Selling activities with other lines of Business at NFP
• Participate in Marketing activities and Webinars to promote NFP’s Retirement Business
• Represent NFP with Group Benefits and other lines of Business within NFP on multi product line initiatives

What You Bring

Willingness to have fun at work and creating a warm and friendly relationship with our clients is essential!

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’ experience within the group retirement insurance industry or within the Financial Planning / Insurance industry

Strong oral and written communications skills

Strong knowledge and experience related to group plan investment options / plans (i.e., pensions, RRSPs, DPSPs and TFSAs) and the investment categories required to build a solid investment lineup for group plan members

Excellent listener and communicator with project management, presentation and negotiation skills

A positive attitude and works well as a member of a team

Strength in application of computer skills; including Word, Excel; Power Point and Outlook

Strength in quality, detail-orientation and mathematical aptitude

Commitment to providing excellence in client service experiences

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https : / / nfp.ca

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

A hybrid environment approach that keeps the best interests of our staff and our clients in mind

Annual bonus plan for all employees

Matching RRSP plan of 5% of salary

Referral Commission Plan

Generous benefits plan including Health Care Spending Account starting on the first day of employment

Full support for continuing education & internal opportunities to grow as an insurance professional to advance career

Reimbursement of license fees and professional membership dues

A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance

Industries

Insurance

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