Remote Financial Advisor: Build Trusted Client Partnerships

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

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.