Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.
As a Financial Advisor working from Educators’ head office and/or home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using your knowledge of the product offerings to provide additional value and grow the share of assets held by Educators Financial Group. In addition, you will provide lending referrals to our Lending Services team. The position will report to the Manager, Financial Advisor Team.
Join our dynamic and supportive small team, where continuous learning, professional development and a proactive mindset are highly valued. Enjoy hybrid work arrangements (2 days in the office), outstanding group health benefits, a desirable defined benefits pension plan, a dedicated learning and development budget to support your growth and more. The annual salary range for the position is $62,000- $67,000.
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 accreditation (Investment Funds in Canada or Canadian Securities Course)
Holding or working towards a minimum of the PFP designation and encouraged to work towards obtaining CFP designation
Minimum 3 to 5 years of successful experience as a Financial Advisor, supported by demonstrated results
Experience in preparing, developing and presenting financial plans to clients, would be an asset
Demonstrated ability to develop working relationships with clients
Proficient verbal and written communication skills
Computer literacy (MS Office suite)
Ability to work independently and possesses self-management skills to complete workload in a timely and accurate fashion while managing competing priorities
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups, and some members of Ontario Universities and their family members. As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our firm and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending staff within the territory.
This role may be for you if:
You enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence;
You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services;
You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets; and
You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.
This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive. The successful candidate will be part of a strong team, supported by regular team meetings, a supportive coaching environment, and quarterly all-staff corporate town hall events.
This is a salaried position with a strong benefits package and a competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided. If you are a motivated candidate, eager to grow your career in a supportive environment, then we want to hear from you!
Qualifications
Current CFP designation holder, approved to be registered with a CIRO firm in the province of Ontario
Ideally have ten or more years of financial services experience
Strong candidates holding the PFP designation and working towards the CFP designation may be considered for a Senior Financial Advisor role
Bilingualism (French) would be considered an asset
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.
As a Financial Advisor working from Educators’ head office and/or home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using your knowledge of the product offerings to provide additional value and grow the share of assets held by Educators Financial Group. In addition, you will provide lending referrals to our Lending Services team. The position will report to the Manager, Financial Advisor Team.
Join our dynamic and supportive small team, where continuous learning, professional development and a proactive mindset are highly valued. Enjoy hybrid work arrangements (2 days in the office), outstanding group health benefits, a desirable defined benefits pension plan, a dedicated learning and development budget to support your growth and more. The annual salary range for the position is $62,000- $67,000.
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 accreditation (Investment Funds in Canada or Canadian Securities Course)
Holding or working towards a minimum of the PFP designation and encouraged to work towards obtaining CFP designation
Minimum 3 to 5 years of successful experience as a Financial Advisor, supported by demonstrated results
Experience in preparing, developing and presenting financial plans to clients, would be an asset
Demonstrated ability to develop working relationships with clients
Proficient verbal and written communication skills
Computer literacy (MS Office suite)
Ability to work independently and possesses self-management skills to complete workload in a timely and accurate fashion while managing competing priorities
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups, and some members of Ontario Universities and their family members. As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our firm and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending staff within the territory.
This role may be for you if:
You enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence;
You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services;
You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets; and
You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.
This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive. The successful candidate will be part of a strong team, supported by regular team meetings, a supportive coaching environment, and quarterly all-staff corporate town hall events.
This is a salaried position with a strong benefits package and a competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided. If you are a motivated candidate, eager to grow your career in a supportive environment, then we want to hear from you!
Qualifications
Current CFP designation holder, approved to be registered with a CIRO firm in the province of Ontario
Ideally have ten or more years of financial services experience
Strong candidates holding the PFP designation and working towards the CFP designation may be considered for a Senior Financial Advisor role
Bilingualism (French) would be considered an asset
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups, and some members of Ontario Universities and their family members. As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our firm and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending staff within the territory.
This role may be for you if:
You enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence;
You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services;
You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets; and
You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.
This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive. The successful candidate will be part of a strong team, supported by regular team meetings, a supportive coaching environment, and quarterly all-staff corporate town hall events.
This is a salaried position with a strong benefits package and a competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided. If you are a motivated candidate, eager to grow your career in a supportive environment, then we want to hear from you!
Qualifications
Current CFP designation holder, approved to be registered with a CIRO firm in the province of Ontario
Ideally have ten or more years of financial services experience
Strong candidates holding the PFP designation and working towards the CFP designation may be considered for a Senior Financial Advisor role
Bilingualism (French) would be considered an asset
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.
As a Financial Advisor working from Educators’ head office and/or home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using your knowledge of the product offerings to provide additional value and grow the share of assets held by Educators Financial Group. In addition, you will provide lending referrals to our Lending Services team. The position will report to the Manager, Financial Advisor Team.
Join our dynamic and supportive small team, where continuous learning, professional development and a proactive mindset are highly valued. Enjoy hybrid work arrangements (2 days in the office), outstanding group health benefits, a desirable defined benefits pension plan, a dedicated learning and development budget to support your growth and more. The annual salary range for the position is $62,000- $67,000.
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 accreditation (Investment Funds in Canada or Canadian Securities Course)
Holding or working towards a minimum of the PFP designation and encouraged to work towards obtaining CFP designation
Minimum 3 to 5 years of successful experience as a Financial Advisor, supported by demonstrated results
Experience in preparing, developing and presenting financial plans to clients, would be an asset
Demonstrated ability to develop working relationships with clients
Proficient verbal and written communication skills
Computer literacy (MS Office suite)
Ability to work independently and possesses self-management skills to complete workload in a timely and accurate fashion while managing competing priorities
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.
As a Financial Advisor working from Educators’ head office and/or home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using your knowledge of the product offerings to provide additional value and grow the share of assets held by Educators Financial Group. In addition, you will provide lending referrals to our Lending Services team. The position will report to the Manager, Financial Advisor Team.
Join our dynamic and supportive small team, where continuous learning, professional development and a proactive mindset are highly valued. Enjoy hybrid work arrangements (2 days in the office), outstanding group health benefits, a desirable defined benefits pension plan, a dedicated learning and development budget to support your growth and more. The annual salary range for the position is $62,000- $67,000.
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 accreditation (Investment Funds in Canada or Canadian Securities Course)
Holding or working towards a minimum of the PFP designation and encouraged to work towards obtaining CFP designation
Minimum 3 to 5 years of successful experience as a Financial Advisor, supported by demonstrated results
Experience in preparing, developing and presenting financial plans to clients, would be an asset
Demonstrated ability to develop working relationships with clients
Proficient verbal and written communication skills
Computer literacy (MS Office suite)
Ability to work independently and possesses self-management skills to complete workload in a timely and accurate fashion while managing competing priorities
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families.
As a Financial Advisor working from Educators’ head office and/or home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using your knowledge of the product offerings to provide additional value and grow the share of assets held by Educators Financial Group. In addition, you will provide lending referrals to our Lending Services team. The position will report to the Manager, Financial Advisor Team.
Join our dynamic and supportive small team, where continuous learning, professional development and a proactive mindset are highly valued. Enjoy hybrid work arrangements (2 days in the office), outstanding group health benefits, a desirable defined benefits pension plan, a dedicated learning and development budget to support your growth and more. The annual salary range for the position is $62,000- $67,000.
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 accreditation (Investment Funds in Canada or Canadian Securities Course)
Holding or working towards a minimum of the PFP designation and encouraged to work towards obtaining CFP designation
Minimum 3 to 5 years of successful experience as a Financial Advisor, supported by demonstrated results
Experience in preparing, developing and presenting financial plans to clients, would be an asset
Demonstrated ability to develop working relationships with clients
Proficient verbal and written communication skills
Computer literacy (MS Office suite)
Ability to work independently and possesses self-management skills to complete workload in a timely and accurate fashion while managing competing priorities
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups, and some members of Ontario Universities and their family members. As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our firm and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending staff within the territory.
This role may be for you if:
You enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence;
You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services;
You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets; and
You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.
This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive. The successful candidate will be part of a strong team, supported by regular team meetings, a supportive coaching environment, and quarterly all-staff corporate town hall events.
This is a salaried position with a strong benefits package and a competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided. If you are a motivated candidate, eager to grow your career in a supportive environment, then we want to hear from you!
Qualifications
Current CFP designation holder, approved to be registered with a CIRO firm in the province of Ontario
Ideally have ten or more years of financial services experience
Strong candidates holding the PFP designation and working towards the CFP designation may be considered for a Senior Financial Advisor role
Bilingualism (French) would be considered an asset
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
Educators Financial Group is growing again! We are hiring a salaried Certified Financial Planner professional to deliver a superior client experience within the education community in York Region . The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups, and some members of Ontario Universities and their family members. As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our firm and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending staff within the territory. This role may be for you if: You enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence; You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services; You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets; and You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning. This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive. The successful candidate will be part of a strong team, supported by regular team meetings, a supportive coaching environment, and quarterly all-staff corporate town hall events. This is a salaried position with a strong benefits package and a competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided. If you are a motivated candidate, eager to grow your career in a supportive environment, then we want to hear from you! Qualifications Current CFP designation holder, approved to be registered with a CIRO firm in the province of Ontario Ideally have ten or more years of financial services experience Strong candidates holding the PFP designation and working towards the CFP designation may be considered for a Senior Financial Advisor role Bilingualism (French) would be considered an asset Interested in applying for this position? To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted. Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made. Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.
