Financial Planner, Group Retirement

NFP, an Aon company (Canada); Timmins; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading company in financial services is seeking a detail-oriented Financial Planner to support group plan members in their retirement savings journey. The role involves leading meetings, preparing investment reviews, and fostering relationships with plan sponsors in a hybrid work environment. Ideal candidates will be client-focused with strong communication skills and relevant qualifications.

Benefits

Annual bonus plan

Matching RRSP plan of 5% of salary

Comprehensive benefits including a Health Care Spending Account

Support for continuing education and career growth

Qualifications

• Five years of experience in group retirement insurance or financial planning.
• Strong communication skills, both oral and written.
• Knowledge of group plan investment options.

Responsibilities

• Lead meetings with Group Plan members on financial wellness and wealth management.
• Prepare and deliver investment review reports to plan sponsors.
• Participate in marketing activities to promote retirement services.

Skills

Communication

Attention to detail

Team player

Negotiation

Project management

Mathematical aptitude

Education

Completion of Life Licensed Qualification Program (LLQP)

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

College or university graduate or equivalent business experience

Tools

Word

Excel

PowerPoint

Outlook

Job description

FINAN013757_9

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 eager to learn, working independently and as part of a tight-knit team.

What You’ll Do

• Lead 1:1 meetings with Group Plan members to discuss all aspects of the Group Plan, including income in retirement, financial wellness, and wealth management needs. Meetings will be in person and virtual.
• Support group plan members with financial planning decisions throughout their savings journey.
• Use company-approved software for financial planning.
• Develop relationships with group plan sponsors.
• Prepare and deliver 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 in multi-product line initiatives involving group benefits and other lines of business.

What You Bring

• A positive attitude and the ability to 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.
• Team player with a positive attitude.
• Proficiency in Word, Excel, PowerPoint, and Outlook.
• Attention to detail and mathematical aptitude.
• Commitment to providing excellent client service.

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 risks, workforce, wealth, and retirement challenges through customized solutions and a people-first approach. With over 300 locations across Canada, the UK, and the US, we are committed to building long-lasting relationships. Learn more at 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 a Health Care Spending Account from day one.
• Support for continuing education and career growth.
• Reimbursement for license fees and professional memberships.
• Access to industry leaders focused on retention, growth, innovation, and collaboration.

Our employees are the foundation of our success. We foster an inclusive, supportive environment that promotes well-being, community involvement, and professional development. We actively support community initiatives and encourage employee participation in charitable activities. We are committed to diversity and inclusion and provide accommodations upon request for all candidates.