Career Event - Financial Planning, Toronto

About the Role

Join Our Team as a Financial Planner.

Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role.

Compensation is commission-based, with a guaranteed base salary during the first four years. Competitive benefits provide a stable and motivating environment, ideal for developing a client base.

Responsibilities

• Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.
• Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
• Collaborate with the team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.
• Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.
• Stay informed on industry best practices and emerging trends to remain at the forefront of financial planning.
• Share expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment.
• Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.
• Engage fully as a valued team member and contribute to a positive, service-oriented workplace.

What We’re Looking For

• Bachelor’s degree preferred.
• 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred).
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed.
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
• CFP eligibility requirements:
  • University Degree, OR
    • Up to 10 years of qualifying work experience.
    • Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.

Key Skills That Set You Apart

• A genuine passion for financial planning and a drive to help clients realize their financial and life goals.
• An entrepreneurial mindset with experience in business development, networking, and high-value sales.
• A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements.
• Exceptional interpersonal and problem-solving abilities for building lasting client relationships.
• Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others.

Benefits

Base salary, competitive commission structure, and a comprehensive benefits package, including health coverage, paid time off, career development opportunities, and reward and recognition programs.