Financial Planner Opportunities for CFP Holders or Aspiring Candidates (Full-time and Part-time)

Rencana Bijak; Markham; Remote; CAD 40,000 - 60,000; Full time

Job summary

A dynamic financial community seeks enthusiastic individuals for Financial Planner roles, offering both full-time and part-time opportunities. Candidates will develop financial literacy, provide tailored financial advice, and receive extensive training and support within a growth-oriented environment. This role welcomes both certified professionals and those starting their journey in finance, with scholarship pathways available.

Benefits

Intensive training in personal financial planning

Supportive community for mutual growth

Unlimited opportunities for personal development

One-on-one mentorship

Flexibility to work remotely

Qualifications

• Minimum a bachelor's degree required.
• Genuine passion for financial planning and wealth management.
• Excellent analytical and communication skills.

Responsibilities

• Enhancing financial literacy and advising clients on financial strategies.
• Creating customized financial plans and assisting clients with insurance and investments.

Skills

Analytical skills

Communication skills

Customer service

Education

Bachelor's degree

Job description

Financial Planner Opportunities for CFP Holders or Aspiring Candidates (Full-time and Part-time)

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Disclaimer : We partner with Prudential Indonesia and Prudential Syariah Indonesia as trusted providers of financial product solutions. Please be advised that, as we are involved in financial inclusion, this position is related to sales. Kindly refrain from proceeding if you are unwilling to engage in the financial sales industry.

Are you passionate about personal finance and eager to embark on a rewarding career? We are looking for enthusiastic individuals, regardless of their background in financial professions, to join our community and become Financial Planners. We offer opportunities for those already Certified Financial Planners (CFP) or seeking to become CFP through our scholarship program. We also provide full-time or part-time positions as financial planners within our dynamic community.

Responsibilities :

Your main responsibilities include enhancing financial literacy, advising clients on financial foundation strategies, creating customized financial plans, and assisting clients with insurance and investment products to promote financial inclusion.

Benefits of joining our community include :

• Intensive training to develop your soft and technical skills in personal financial planning and related areas.
• Joining a supportive community for mutual growth in Psychology, Finance, Leadership, and Sales.
• Unlimited opportunities for personal development.
• One-on-one mentorship and on-the-job training from experienced financial planners.
• Work-life balance with the flexibility to work remotely.
• For those without certification, our community offers a scholarship pathway to become an Associate Wealth Planner (AWP), Registered Financial Planner (RFP), and Certified Financial Planner (CFP). Certified individuals will receive cash benefits upon meeting the criteria.

Qualifications :

Minimum a bachelor's degree, a genuine passion for personal financial planning or wealth management, strong desire to serve others, excellent analytical and communication skills, and a growth-oriented attitude. Prior sales or customer service experience is a plus, but recent graduates are encouraged to apply. Positions are available on a full-time or part-time basis, depending on specific conditions.

If motivated and driven, we invite you to apply for this exciting opportunity!

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales