Senior Financial Advisor - Financial Planning

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.

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.This is a salaried position with an annual short-term incentive plan bonus, strong benefits package and competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided.

Health Benefits Plan, including Extended Health,Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits andEmployee Assistance Programs. 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.
• 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.
• A Community Care program to make a difference in the lives of people in need.
• Team building activities and optional social events.

As a Senior Financial Planner, you will develop networks to grow our client base, raise awareness of our company and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending team within Kingston and the surrounding area.

Achieve sales objectives through business development, strategic planning, and effective pipeline management.

Monitor performance results and adjust activities to meet business goals.

Develop referral networks and community partnerships to generate new business opportunities.

Deliver financial planning and investment presentations, workshops, and webinars.

Support outreach initiatives and contribute to team and organizational objectives as required.

Develop and implement personalized financial and investment plans, providing clients with guidance, education, and ongoing support to help achieve their financial goals.

Conduct portfolio reviews, prepare asset allocation recommendations, and ensure investments remain aligned with client objectives, risk tolerance, and KYC requirements.

Monitor client progress through regular reviews and adjust financial plans and investment strategies as needs and circumstances evolve.

This role involves travelling and using own vehicle to meet with clients. Current CFP (Certified Financial Planner)designation holder, approved to be registered with a CIRO firm in the province of Ontario.

Strong candidates holding the PFP (Personal Financial Planner) designation and working towards the CFP designation may be considered for the Financial Planner role.

Minimum of 7 years of direct investment sales/financial planning/advisory experience.

Proven experience in developing and delivering holistic andtailored financial plans to clients.

Strong interpersonal skills in managing client partnerships, proven ability to engage and nurture long-term relationships.

Advanced computer literacy and strong numerical aptitude.

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.

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 View email address on apply.j-vers.com with our Talent Acquisition Specialist (up to 1 hour)

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 also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.

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