Description
Certified Financial Planner – REMOTE
Permanent, Full Time
Location: (Remote) – Toronto, Peterborough, Hamilton (Must live in Toronto, Peterborough or Hamilton)
Hours: (You will set your own hours – Mon-Fri) - (40 hours/wk.)
Salary: Up to $90K+ Approx. 20% Bonus
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
· Mileage Reimbursement
· Business Casual dress code policy
· Excellent training
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.
Responsibilities
- 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.
Skills Required
- MS Office + Financial Planning Software.
Qualifications
- Current CFP designation holder, approved to be registered with a CIRO (Canadian Investment Regulatory Organization) firm in the province of Ontario.
Experience Requirements
- Minimum 8 years (or more) of financial services experience.
Education Requirements
- Post secondary education.