Financial Advisor

Educators Financial Group; Windsor (CA); Remote; USD 49,000 - 55,000; Full time

Benefits offered by this job

Health Benefits Plan

Defined benefit pension plan

Remote work environment

3 weeks of paid vacation

Learning and development support

Job summary

Educators Financial Group seeks a Financial Advisor to build long-term relationships, deliver tailored financial planning, and help clients reach their goals while driving growth and retention. The role reports to the Regional Director, Client Advisory Services, Western Ontario and requires travel using own vehicle to attend conferences and meetings.

Candidates should have post-secondary education, recognized certifications, and at least 3 years of advisory experience.

Qualifications

• Post-secondary education required.
• Mutual Funds certification or equivalent.
• Holding or working towards the Certificate in Financial Services Advice is preferred.
• Minimum 3 years of experience as a Financial Advisor with proven results.

Responsibilities

• Develop meaningful relationships with clients and become their trusted Financial Advisor.
• Retain and grow share of wallet by delivering personalized financial solutions.
• Prepare client asset allocation proposals and modular financial planning projections.
• Represent Educators Financial Group at workshops and events.

Skills

Interpersonal skills

Communication

Presentation

Client service

Education

Post-secondary education

Mutual Funds certification (Investment Funds in Canada or CCS)

Certificate in Financial Services Advice

Tools

Salesforce

MorningStar

Conquest

MS Office

Job description

Who We Are

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients on their financial journey and empowering them to reach their goals.

What We Offer

We’re proud to be recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities.

Compensation and benefits packages include:

• Annual salary (hiring range): $70,000 - $78,000 (subject to the candidate's relevant experience, qualifications and skills), plus annual Short-Term Incentive Plan (STIP) bonus.
• Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
• Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
• Remote work environment with some travel required within the assigned area.
• 3 weeks of paid vacation and other leave entitlements.
• 2 paid Employee Choice days to give employees the flexibility to observe and celebrate days that are meaningful to their cultural, religious, or personal values.
• Learning and development support to aid professional growth.
• Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
• Employee-led committees to boost engagement, initiative and idea sharing.
• A Community Care program to make adifference in the lives of people in need.
• Team building activities and optional social events.

About the Role

As a Financial Advisor you will build long-term client relationships, deliver personalized financial planning and advice, and help clients achieve their goals while driving growth, retention, and an exceptional client experience. The position will report to the Regional Director, Client Advisory Services, Western Ontario The role will involve travelling and using own vehicle to attend conferences, workshops, and client meetings. This posting is to fill an existing vacancy.

Key Responsibilities

In this role, you will be responsible for:

• Developing meaningful relationships with clients and becoming their trusted Financial Advisor.
• Retaining and growing share of wallet by delivering personalized financial solutions and advice.
• Preparing client asset allocation proposals and modular financial planning projections.
• Responding to client inquiries and resolving issues in a timely manner.
• Representing Educators Financial Group at workshops, trade shows, seminars and events.
• Collaborating with other members of the team to engage in the entire business development process, reviewing and adapting plans according to results and changing markets.

Qualifications

• Post-secondary education (a college diploma or university degree).
• Valid Mutual Funds certification (Investment Funds in Canada or Canadian Securities Course).
• Holding or working towards the Certificate in Financial Services Advice.
• Minimum 3 years of experience as a Financial Advisor, supported by demonstrated results.
• Experience in preparing and presenting financial plans to clients would be an asset.
• Knowledge of French would be an asset.
• Strong interpersonal skills in managing client partnerships, proven ability to engage and nurture long-term relationships.
• Proficient verbal and written communication skills.
• Ability to deliver engaging in-person and virtual presentations.
• Demonstrated proficiency in MS Office. Familiarity/experience with Salesforce, MorningStar and Conquest.
• Flexibility to work a schedule based on client availability.
• Skilled at self-directed work, maintaining high standards of accuracy and timeliness while handling multiple priorities.

Selection Process

We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from all qualified candidates who are inspired to deliver top-notch customer service and contribute to our company's success.

We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at [e-mail] to ensure appropriate arrangements are made.

We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.

Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre-screened applicants will then be contacted to coordinate the following:

• Interview with our Human Resources Team (up to 1 hour)
• Interview(s) with our Hiring Team (1hour)

AI in Recruitment

Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, taking interview notes and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.