Holistic Financial Planner for Purposeful Growth

Prime Management Group; London; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services recruitment company is seeking an experienced Financial Planner located in Southern Ontario. The successful candidate will build strong relationships and develop personalized financial plans for Owner households. The role requires a professional designation (PFP, QAFP, or CFP) and experience in managed investments or mutual-fund sales, focusing on community-oriented financial planning.

Qualifications

• 3-5 years of industry experience, including at least 2 years in managed-investments or mutual-fund sales.
• Demonstrated ability to provide holistic, personalized financial advice.
• Familiarity with compliance regulations and financial compliance.

Responsibilities

• Build and maintain strong relationships with Owner households.
• Engage Owners using referrals, data insights, and community connections.
• Partner with specialists to provide comprehensive solutions.

Skills

Communication skills

Relationship-building

Teamwork

Personalized financial advice

Education

Professional designation: PFP, QAFP, or CFP

Job description

A financial services recruitment company is seeking an experienced Financial Planner located in Southern Ontario. The successful candidate will build strong relationships and develop personalized financial plans for Owner households. The role requires a professional designation (PFP, QAFP, or CFP) and experience in managed investments or mutual-fund sales, focusing on community-oriented financial planning.