Description
Certified Financial Planner – York Region
Permanent, Full Time
Location: (Remote - Covering the York Region )
Hours: (Monday to Friday - You will set your own hours) - (40 hours/wk.)
Salary: Up to $90K+ Approx. 20% Bonus- OVERALL SALARY $110K+
**Must live in the Greater Toronto Area and be able to visit clients in the York Region.**
Company: Our client is a leading Financial Services firm that continues to grow. Due to continued growth, they are looking to add a talented Certified Financial Planner to their team of professionals.
Perks:
- Company-paid benefit plan (after 3 months)
- Dental plan
- Vision plan
- Life Insurance
- Travel Insurance
- STD
- LTD
- Pension Plan
- Business Casual dress code policy
- Excellent training
- Mileage reimbursement offered
Responsibilities
Job Summary:
As a Certified Financial Planner professional, you will develop networks to grow our client’s client base, raise awareness of the firm and their services within the education community, increase investments from existing clients within your assigned territory and work closely with lending staff within the territory.
Duties:
- Make in-person visits with clients to develop relationships with existing clients and focus on increasing their investments through providing wise investment advice.
- Provide advice on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.
- Make presentations to attract new clients and grow the overall client base for your territory.
- Communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services.
- Be able to respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets.
Qualifications
Qualifications:
- Post secondary education.
- Current CFP designation holder or PFP , approved to be registered with a CIRO (Canadian Investment Regulatory Organization) firm in the province of Ontario.
- 5+ years (or more) of financial services experience.
- Must have a car
- MS Office + Financial Planning Software.
- Must be able to work very occasional evenings and Saturdays.