Financial Planner, Group Retirement

NFP Canada Corp; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Financial Planner to support clients on their retirement savings journey. You will conduct meetings with group plan members and deliver investment reviews, requiring a college degree and five years of relevant experience. This full-time role offers a hybrid work environment and competitive benefits including an annual bonus and support for education.

Benefits

Annual bonus

5% matching RRSP

Referral commissions

Comprehensive benefits

Support for continuing education

Reimbursement of licensing and membership dues

Qualifications

• Approximately five years of experience in group retirement or financial planning/insurance.
• Attention to detail and commitment to excellent client service.

Responsibilities

• Conduct 1:1 meetings with group plan members to discuss retirement planning.
• Utilize approved financial planning software.

Skills

Strong communication

Project management

Negotiation skills

Mathematical aptitude

Education

College/university degree or equivalent experience

Completion of LLQP

CFP or QAFP designation

Tools

Word

Excel

PowerPoint

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

Our Group Retirement Consulting team supports clients at all stages of their retirement savings journey, providing expert advice to individuals and plan sponsors. We seek a detail-oriented and client-focused Financial Planner to assist group plan members and deliver investment reviews.

What You’ll Do

• Conduct 1:1 meetings with group plan members, in person and virtual, to discuss retirement planning, financial wellness, and wealth management
• Support members in their financial decisions throughout their savings journey
• Utilize approved financial planning software
• Build relationships with plan sponsors and deliver investment review reports
• Participate in integrated selling, marketing activities, and webinars to promote NFP’s retirement services
• Represent NFP in multi-product initiatives within the company

What You Bring

• Willingness to foster a fun, friendly environment with clients
• College/university degree or equivalent experience
• Completion of LLQP
• CFP or QAFP designation
• Approximately five years of experience in group retirement or financial planning/insurance
• Strong communication, project management, and negotiation skills
• Proficiency in Word, Excel, PowerPoint, Outlook
• Attention to detail and mathematical aptitude
• Commitment to excellent client service

Who We Are

NFP, an Aon company, is recognized as a top employer with awards in diversity, equity, and inclusion. We provide tailored solutions for risk, workforce, wealth management, and retirement challenges globally, emphasizing a people-first approach.

What’s In It For You

• Hybrid work environment
• Annual bonus and 5% matching RRSP
• Referral commissions and comprehensive benefits including Health Care Spending Account
• Support for continuing education and professional growth
• Reimbursement of licensing and membership dues

Our culture promotes inclusion, community engagement, and personal growth. We actively support community initiatives and foster a supportive work environment.

Accommodations available upon request during the hiring process.

Additional Information

Seniority level: Not Applicable

Employment type: Full-time

Job function: Finance

Industry: Insurance

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