Join Educators Financial Group as a Senior Financial Planner, specializing in personalized financial strategies for education members. Enjoy a remote work environment with competitive pay and benefits.
This role is designed for a seasoned financial expert dedicated to building client relationships within the education community. You will leverage your skills in investment planning and develop tailored financial solutions. With a focus on professional growth, the position enables you to work closely with clients in Kingston and surrounding areas.
Key Responsibilities:
- Build and maintain strong relationships with clients
- Achieve sales goals through effective planning
- Monitor performance and adjust strategies as needed
- Utilize technology for client insights and records
- Conduct financial planning presentations and workshops
Requirements:
- Current CFP designation required
- Minimum 7 years in investment sales/financial planning
- Strong interpersonal skills for client management
- Advanced computer literacy and numerical skills
- Ability to self-manage and prioritize work effectively
Leverage your expertise to drive financial success for clients at Educators Financial Group.
Senior Financial Planner for Educators in Ottawa employer: Educators Financial Group
At Educators Financial Group, we pride ourselves on being a top employer in the financial services sector, offering a collaborative and supportive work environment that prioritizes professional growth. Our comprehensive benefits package, including a defined benefit pension plan and generous vacation time, combined with our commitment to community engagement and employee empowerment, makes us an exceptional choice for those looking to make a meaningful impact in the education community. Join us in Kingston, where you can thrive both personally and professionally while helping clients achieve their financial goals.
