Certified Financial Planner professional - Contract
About the role
Who We Are
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.
What We Offer
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.
This is a full-time 1-year contract position with an hourly rate of $46 - $51 (subject to the candidate's relevant experience, qualifications and skills, professional designation(s)). Tools, technology, and travel expenses required for the role will also be provided. This is a remote role which involves travelling and using own vehicle to meet with clients.
About the Role
As a Certified Financial Planner professional, 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 the territory.
This role may be for you if:
You enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence.
You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services.
You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets; and
You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.
This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive.
Qualifications
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) or CIM (Chartered Investment Manager) designation and working towards the CFP designation may be considered for Senior Financial Advisor role.
7-10 years of financial services experience, including direct investment sales experience.
Post-secondary education (a college diploma or university degree).
Proven experience in developing and delivering holistic and tailored financial plans to clients.
Strong interpersonal skills in managing client partnerships, proven ability to engage and nurture long-term relationships.
Proficient verbal and written communication skills. Proficiency in French would be an asset.
Advanced computer literacy (MS Office suite) and strong numerical aptitude.
Skilled at self-directed work, maintaining high standards of accuracy and timeliness while handling multiple priorities.
Selection Process
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.
We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. 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 careers@educatorsfinancialgroup.ca to ensure appropriate arrangements are made.
We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.
Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre-screened applicants will then be contacted to coordinate the following:
Interview with our Human Resources Team (up to 1 hour)
Interview with our Hiring Team (1 hour)
Interview with our Executive Leadership Team Member (1 hour)
AI in Recruitment
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, and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.
Department
Client Advisory Services
Role
Certified Financial Planner professional
Locations
Windsor/Sarnia/Chatham
Remote status
Fully Remote
About Educators Financial Group
If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975
Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 16,000 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of investing and lending products and services (including lower investment fees and mortgage rates, plus a range of educator-specific financial literacy resources) geared exclusively towards Ontario education members and their families.
Whether you need expert advice on pension income maximization, planning your 4 over 5, summer cash flow challenges, how to minimize tax on gratuities, or any other educator-specific topic – we can answer your question and, more importantly, help you to achieve your financial goals.
Brokerage license #12185
Follow us: Facebook: Educators Financial Group X: @EducatorsFG Instagram: @EducatorsFG
Sign up for eNews, our electronic newsletter: EducatorsFinancialGroup.ca/eNews
Certified Financial Planner professional - Contract
About the role
Who We Are
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.
What We Offer
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.
This is a full-time 1-year contract position with an hourly rate of $46 - $51 (subject to the candidate's relevant experience, qualifications and skills, professional designation(s)). Tools, technology, and travel expenses required for the role will also be provided. This is a remote role which involves travelling and using own vehicle to meet with clients.
About the Role
As a Certified Financial Planner professional, 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 the territory.
This role may be for you if:
You enjoy developing relationships. You don’t hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence.
You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services.
You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets; and
You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.
This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive.
Qualifications
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) or CIM (Chartered Investment Manager) designation and working towards the CFP designation may be considered for Senior Financial Advisor role.
7-10 years of financial services experience, including direct investment sales experience.
Post-secondary education (a college diploma or university degree).
Proven experience in developing and delivering holistic and tailored financial plans to clients.
Strong interpersonal skills in managing client partnerships, proven ability to engage and nurture long-term relationships.
Proficient verbal and written communication skills. Proficiency in French would be an asset.
Advanced computer literacy (MS Office suite) and strong numerical aptitude.
Skilled at self-directed work, maintaining high standards of accuracy and timeliness while handling multiple priorities.
Selection Process
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.
We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. 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 careers@educatorsfinancialgroup.ca to ensure appropriate arrangements are made.
We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.
Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre-screened applicants will then be contacted to coordinate the following:
Interview with our Human Resources Team (up to 1 hour)
Interview with our Hiring Team (1 hour)
Interview with our Executive Leadership Team Member (1 hour)
AI in Recruitment
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, and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.
Department
Client Advisory Services
Role
Certified Financial Planner professional
Locations
Windsor/Sarnia/Chatham
Remote status
Fully Remote
About Educators Financial Group
If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975
Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 16,000 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of investing and lending products and services (including lower investment fees and mortgage rates, plus a range of educator-specific financial literacy resources) geared exclusively towards Ontario education members and their families.
Whether you need expert advice on pension income maximization, planning your 4 over 5, summer cash flow challenges, how to minimize tax on gratuities, or any other educator-specific topic – we can answer your question and, more importantly, help you to achieve your financial goals.
Brokerage license #12185
Follow us: Facebook: Educators Financial Group X: @EducatorsFG Instagram: @EducatorsFG
Sign up for eNews, our electronic newsletter: EducatorsFinancialGroup.ca/eNews