Remote Financial Planner — Data-Driven & Client-Focused

Mashreq Bank; Toronto; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading home improvement retailer is seeking a Financial Planner to join their Finance team. This remote role involves developing strategic financial plans and assisting clients with financial decision-making. Ideal candidates should have a bachelor's degree in finance and 3–5 years of relevant experience. Join a company committed to helping clients achieve their financial goals in a flexible work environment.

Benefits

Competitive salary with performance-based bonuses

Comprehensive health, dental, and vision insurance

401(k) retirement plan with company match

Generous paid time off

Remote work flexibility

Professional development opportunities

Qualifications

• Bachelors degree in Finance, Accounting, Economics, or a related field.
• Certified Financial Planner (CFP) certification strongly preferred.
• Minimum 3–5 years of experience as a Financial Planner or similar role.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop and implement personalized financial plans for clients.
• Analyze financial data and market conditions to provide recommendations.
• Monitor client accounts and update plans as needed.
• Host virtual consultations with clients.

Skills

Analytical skills

Communication skills

Detail-oriented

Critical thinking

Problem-solving skills

Time management

Education

Bachelor's degree in Finance, Accounting, Economics

Certified Financial Planner (CFP)

Tools

eMoney

NaviPlan

Excel

Job description

A leading home improvement retailer is seeking a Financial Planner to join their Finance team. This remote role involves developing strategic financial plans and assisting clients with financial decision-making. Ideal candidates should have a bachelor's degree in finance and 3–5 years of relevant experience. Join a company committed to helping clients achieve their financial goals in a flexible work environment.