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…
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
We are the financial specialists dedicated to empowering the education community to make smart financial decisions.
Description complète de l’entreprise
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
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Abonnés LinkedIn
2 211
Personnes associées sur LinkedIn
115
Bureaux déclarés
2225 Sheppard Ave. East, Suite 1105, Toronto, Ontario M2J 5C2, CA
Catégories d’activité
Finance
Financial Services
Autres noms enregistrés
Educators Financial Group
Educators Financial Group
Spécialités
Investing
Mortgage
Retirement Planning
Estate Planning
Debt Management
Budgeting
Investment Planning
and Financial Planning
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
3+ ansCandidates need at least 3 years of experience as a Financial Advisor, post-secondary education, and a valid Mutual Funds certification. Strong communication, presentation, and MS Office skills are also required.
5+ ansCandidates need five years of mutual fund back-office experience and a college diploma or undergraduate degree in business, finance or commerce. They also need the Canadian Investment Funds Operations Course, familiarity with Fundserv and RPM, and strong Microsoft Office skills.
Fundserv, RPM, Microsoft Outlook, Microsoft Word, Microsoft Excel
3+ ansCandidates need post-secondary education, a Mutual Funds certification, and at least 3 years as a financial advisor. Strong client relationship, presentation and communication skills, plus MS Office and CRM experience, are also needed.
3+ ansCandidates need a university degree or college diploma in business, finance or a related field, a FSRAO Mortgage Agent Level 1 licence on hire, and an AMPC designation within 6 months. They also need at least 3 years of financial sales experience and 2 years of mortgage brokerage experience, plus a vehicle and valid licence for business use.
Sales, Mortgage agent licence, Problem solving, Communication skills, Work independently, Valid driver's licence
7+ ansCandidates need a current CFP designation approved for registration with a CIRO firm in Ontario, and at least 7 years of investment sales, financial planning or advisory experience. Strong client relationship, communication and computer skills are also required.
3+ ansCandidates need at least 3 years of experience as a financial advisor, a college or university education, and a valid mutual funds certification. They also need strong client relationship, presentation and communication skills, and proficiency in MS Office and Salesforce.
3+ ansCandidates need at least 3 years of experience as a Financial Advisor, a post-secondary diploma or degree, and a valid Mutual Funds certification. Strong client relationship, presentation and communication skills are required, and French is a strong asset.