Apply on Kit Job: kitjob.ca/job/2g99d0

Join a leading advice-only firm as a Remote Financial Planner, focusing on delivering impactful financial strategies without selling products. Utilize your communication skills to foster client relationships throughout Canada.
This fully remote role requires a proven sales history and a passion for the fee-only model. You will lead discovery consultations, manage a portfolio of clients, and design comprehensive financial plans using cutting-edge tools. By consistently nurturing ongoing relationships, you will ensure clients stay on track to achieve their financial goals.
Key Responsibilities:
• Conduct consultations to build trust and rapport
• Take ownership of the client sales pipeline
• Utilize advanced tech for crafting financial plans




• Deliver insightful presentations via Google Meets
• Research financial topics to maintain best practices
Requirements:
• Minimum 3 years in client-facing roles
• Required CFP® designation; strong sales confidence
• Tech-savvy with financial planning software
• Independent work ethic and remote capabilities
• Commitment to advice-only financial principles
Empower your clients with insightful financial advice that makes a real difference in their lives.
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Apply on Kit Job: kitjob.ca/job/2g99d0

📌 Remote Advice-Only Financial Planner (Toronto)
🏢 Merrick Financial
📍 Toronto