Certified Financial Planner professional

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.

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 $90,000 - $100,000 per year (subject to the candidate's relevant experience, qualifications and skills, professional designation(s)). 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.
• 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.

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 posting is to fill an existing vacancy.

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. This role involves travelling and using own vehicle to meet with clients. The position reports to the Director, Client Advisory Services.

• 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.
• Proficiency in French is a strong asset.
• 7-10 years of financial services experience, including direct investment sales experience.
• Proven experience in developing and delivering holistic and tailored financial plans to clients.
• Strong interpersonal skills in managing client partnerships, proven…