Description
Bilingual Certified Financial Planner – GTA
Permanent, Full Time
SALARY $95K-$100K+ Approx. 20% Bonus
Location: Remote; periodic in-person client meetings within the Greater Toronto Area (GTA)
Hours: Flexible schedule, Monday through Friday, 40 hours/per week
Compensation: $95,000–$100,000 base salary plus approximately 20% bonus
Company: Our client is a leading Financial Services firm that continues to grow. Due to continued growth, they are looking to add a talented Certified Financial Planner to their team of professionals.
Employee Benefits and Perks
- Comprehensive Company-Paid Benefits after 3 months, including extended health, dental, vision, basic life insurance, travel insurance, and short-term disability.
- Long-Term Disability (LTD) available (employee-paid premium).
Defined Benefit Pension Plan with 6%–8% employer contributions, offering predictable retirement income and survivor benefits. - Remote Work Environment providing flexibility and work-life balance.
- Three Weeks of Paid Vacation plus additional leave entitlements.
- Business Casual Dress Code supporting a comfortable, professional workplace.
- Robust Training Programs and ongoing learning & development support.
- Experienced Leadership offering coaching, mentorship, and strong team support.
- Employee Assistance Program (EAP) for confidential well-being support.
- Employee-Led Committees promoting engagement, collaboration, and innovation.
- Community Care Program allowing employees to give back and make an impact.
- Team Building Activities and optional social events to stay connected.
Job Summary:
As a Certified Financial Planner professional, you will develop networks to grow our client’s client base, raise awareness of the firm and their services within the education community, increase investments from existing clients within your assigned territory and work closely with lending staff within the territory.
Responsibilities
Key Responsibilities
- Conduct in-person client meetings to strengthen relationships and identify opportunities to grow their investment portfolios through sound, strategic advice.
- Provide comprehensive guidance on investment products, retirement planning, cash flow management, tax strategies, and estate planning.
- Deliver presentations to attract new clients and expand the territory’s overall client base.
- Clearly communicate the value of a well-structured financial plan and recommend appropriate products and services tailored to each client.
- Monitor market conditions and adjust sales strategies to maintain a strong pipeline and consistently achieve sales targets.
Qualifications
Qualifications:
- Candidates should be bilingual French and English
- Current CFP (Certified Financial Planner) designation and eligible for registration with a CIRO firm in Ontario
- Completion of post-secondary education is required.
- At least five years of experience in financial services is necessary.
- Ownership of a car is essential.
- Proficiency in MS Office and financial planning software is expected.