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 skilled growth, the position enables you to work closely with clients in Kingston and surrounding areas.Key Responsibilities:Build and maintain strong relationships with clientsAchieve sales goals through effective planningMonitor performance and adjust strategies as neededUtilize technology for client insights and recordsConduct financial planning presentations and workshopsRequirements:Current CFP designation requiredMinimum 7 years in investment sales/financial planningStrong interpersonal skills for client managementAdvanced computer literacy and numerical skillsAbility to self-manage and prioritize work effectivelyLeverage your expertise to drive financial success for clients at Educators Financial Group.

📌 Senior Financial Planner For Educators (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 Educators Financial Group
📍 Riviere-des-Prairies—Pointe-aux-Trembles