Take charge of your financial services career in a role designed for entrepreneurs. As a Financial Planner, you'll engage with clients and drive business development in a fully remote setting.

Your responsibilities will include managing high-net-worth relationships and leading meetings while ensuring client satisfaction through attentive service. You'll gather essential information to craft personalized financial plans and leverage technology for effective tracking and management. An entrepreneurial spirit is crucial for success in this position.

Key Responsibilities:
• Lead comprehensive planning meetings with clients
• Construct detailed financial plans based on client needs
• Maintain organized client records and follow up diligently




• Engage in client outreach and new business development
• Stay updated on Canadian financial regulations and planning concepts

Requirements:
• 2+ years in financial services with planning experience
• Exceptional verbal and written communication skills
• Detail-oriented mindset and organized work style
• Experience with financial planning software and CRM systems
• Interest in pursuing further designations like CIM preferred

Become a pivotal part of our client-focused financial planning team, driving outcomes and building your expertise.
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📌 Financial Planner - Entrepreneurial Role (Ontario)
🏢 Professional Staffing
📍 Ontario