Senior Financial Planner

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 $92,000 - $95,000 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.

• 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 employee sand supportive colleagues tohelp 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 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.

• 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…