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

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

Job summary

A leading financial services company seeks passionate and motivated individuals to join as Financial Planners. Opportunities for both certified professionals and those aspiring to become Certified Financial Planners (CFP) through training, offering flexible full-time or part-time roles. The position focuses on advising clients, enhancing financial literacy, and providing tailored financial strategies.

Benefits

Intensive training to develop skills

One-on-one mentorship

Work-life balance with remote opportunities

Unlimited personal development opportunities

Qualifications

• Minimum of a bachelor's degree required.
• Genuine passion for personal financial planning.
• Strong desire to serve others and learn.

Responsibilities

• Enhancing financial literacy by advising clients.
• Creating customized financial plans.
• Assisting clients with insurance and investment products.

Skills

Analytical Skills

Problem Solving

Communication

Education

Bachelor's Degree

Job description

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

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 for our valued clients. 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 path? 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 individuals who are already Certified Financial Planners (CFP) or are seeking to become CFP through our scholarship program. As well as opportunities for full-time or part-time positions as financial planners within our dynamic community.

Responsibilities:

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

Benefits of joining our community include:

• Intensive training to develop your soft and technical skills in personal financial planning and other relevant areas.
• Joining a supportive community for mutual growth and learning in our four core areas: Psychology, Finance, Leadership, and Sales.
• Unlimited opportunities for personal development.
• One-on-one mentorship and on-the-job training from experienced financial planners.
• Achieving work-life balance with the ability to work from anywhere.
• For those who haven't obtained certification, our community will lead you to a scholarship certification as an Associate Wealth Planner (AWP), Registered Financial Planner (RFP), and eventually a Certified Financial Planner (CFP). For those who already hold certification, we will provide cash benefits once you fulfill the criteria.

To qualify for this opportunity:

We require a minimum of a bachelor's degree and a genuine passion for personal financial planning or wealth management. Additionally, we value a strong desire to serve others, excellent analytical and problem-solving abilities, as well as effective communication and interpersonal skills. A determined attitude towards learning and growth is a must. While prior sales or customer service experience is a bonus, recent graduates are encouraged to apply. You can choose between full-time or part-time positions, subject to specific conditions.

If you are motivated and driven to succeed, we encourage you to apply for this exciting opportunity!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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