Financial Planner - Mount Forest & Listowel

Overview

Join Our Team as a Financial Planner. Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth.

• Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long‑term connections through ongoing support and guidance.
• Leveraging data‑driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
• Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.
• Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives.
• Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning.
• Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment.
• Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite.
• Engaging fully as a valued team member and contributing to a positive, service‑oriented workplace.

• Bachelors degree preferred.
• 35 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred).
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed.
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
• CFP Eligibility requirements:
  University Degree OR up to 10 years of qualifying work experience.
• Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.

• A genuine passion for financial planning and a drive to help clients realize their financial and life goals.
• An entrepreneurial mindset with experience in business development, networking, and high-value sales.
• A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements.
• Exceptional interpersonal and problem-solving abilities for building lasting client relationships.
• Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others.

The Total Rewards package includes a base salary, variable compensation and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Sans Objet