Senior Financial Planner Educators

Position: Senior Financial Planner for Educators
Join Educators Financial Group as a Senior Financial Planner, specializing in personalized financial strategies for education members. Enjoy a remote work environment with competitive pay and benefits.

This role is designed for a seasoned financial expert dedicated to building client relationships within the education community. You will leverage your skills in investment planning and develop tailored financial solutions. With a focus on professional growth, the position enables you to work closely with clients in Kingston and surrounding areas.

Key Responsibilities:

• Build and maintain strong relationships with clients

• Achieve sales goals through effective planning

• Monitor performance and adjust strategies as needed

• Utilize technology for client insights and records

• Conduct financial planning presentations and workshops

Requirements:

• Current CFP designation required

• Minimum 7 years in investment sales/financial planning

• Strong interpersonal skills for client management

• Advanced computer literacy and numerical skills

• Ability to self-manage and prioritize work effectively

Leverage your expertise to drive financial success for clients at Educators Financial Group.