Remote CFP: Grow Financial Futures for Educators

Educators Financial Group; Remote; CAD 90,000 - 100,000; Full time

Job summary

A financial services organization is looking for a Certified Financial Planner to develop client networks and provide tailored financial planning services. The ideal candidate will possess a CFP designation and have 7-10 years of relevant experience. This mobile role offers flexible scheduling and a salary range of $90,000 to $100,000, along with a comprehensive benefits package including health, pension, and remote work options.

Benefits

Health Benefits Plan

Defined benefit pension plan

3 weeks of paid vacation

Learning and development support

Qualifications

• Current CFP designation holder, approved to be registered with a CIRO firm in Ontario.
• 7-10 years of financial services experience, including direct investment sales experience.
• Proficient in French is a strong asset.

Responsibilities

• Develop networks to grow client base and raise awareness of services.
• Provide tailored financial plans and advisement to clients.
• Travel to meet clients and manage own schedule.

Skills

Relationship building

Financial planning

Sales proficiency

Client advising

Education

CFP (Certified Financial Planner) designation

Tools

MS Office suite

Job description

A financial services organization is looking for a Certified Financial Planner to develop client networks and provide tailored financial planning services. The ideal candidate will possess a CFP designation and have 7-10 years of relevant experience. This mobile role offers flexible scheduling and a salary range of $90,000 to $100,000, along with a comprehensive benefits package including health, pension, and remote work options.