Senior Financial Planner

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 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.

The hiring range for the position is $92,000 - $95,000 per year (subject to the candidate's relevant experience, qualifications and skills, professional designation(s)), plus annual Short-Term Incentive Plan (STIP) bonus. Benefits package includes:

• Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.

• 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.

• Experienced leaders to coach and empower employees and supportive colleagues to help when needed.

• Employee-led committees to boost engagement, initiative and idea sharing.

• A Community Care program to make a difference in the lives of people in need.

• Team building activities and optional social events.

About the Role

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.

This posting is to fill an existing vacancy.

Key Responsibilities

• Build and maintain strong client relationships to deliver an exceptional client experience and drive business growth.

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

• Monitor performance results and adjust activities to meet business goals.

• Leverage technology and client insights to identify opportunities and maintain accurate client records.

• Resolve client inquiries and concerns promptly, ensuring a high level of service.

• 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 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. This role involves travelling and using own vehicle to meet with clients. The position reports to the Regional Director, Client Advisory Services - Central and Eastern Ontario.

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) 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 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 and interpersonal skills.

• Advanced computer literacy 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 [email protected] 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 Talent Acquisition Specialist (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, taking interview notes 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.