Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients on their financial journey and empowering them to reach their goals. We’re proud to be recognized as one of the 2024 Best Workplaces in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on skilled growth and development opportunities. Annual salary (hiring range): $70,000 - $78,000 (subject to the candidate's relevant experience, qualifications and skills), plus annual Short-Term Incentive Plan (STIP) bonus. ~ Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options. ~ Remote work environment with some travel required within the assigned area. ~3 weeks of paid vacation and other leave entitlements. ~2 paid Employee Choice days to give employees the flexibility to observe and celebrate days that are meaningful to their cultural, religious, or personal values. ~ Learning and development support to aid professional growth. ~ Experienced leaders to coach and empower employees and supportive colleagues to help when needed. ~ A Community Care program to make adifference in the lives of people in need. ~ Team building activities and optional social events.

As a Financial Advisor you will build long-term client relationships, deliver personalized financial planning and advice, and help clients achieve their goals while driving growth, retention,



and an exceptional client experience. The role will involve travelling and using own vehicle to attend conferences, workshops, and client meetings. Developing meaningful relationships with clients and becoming their trusted Financial Advisor.

Preparing client asset allocation proposals and modular financial planning projections. Post-secondary education (a college diploma or university degree).

Valid Mutual

Funds certification (Investment Funds in Canada or Canadian Securities Course). Holding or working towards the Certificate in Financial Services Advice. Minimum 3 years of experience as a Financial Advisor, supported by demonstrated results. French language proficiency is considered a strong asset.

Experience in preparing and presenting financial plans to clients would be an asset. Strong interpersonal skills in managing client partnerships, proven ability to engage and nurture long-term relationships. Ability to deliver engaging in-person and virtual presentations.

Demonstrated proficiency in MS Office. Familiarity/experience with Salesforce, MorningStar and Conquest. We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.

We actively seek and welcome applications from all qualified candidates who are inspired to deliver top‑notch customer service and contribute to our company's success. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at [email protected] Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, taking interview notes and other administrative tasks.

We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements. #

📌 Financial Planner, Investment Retirement Planning (Quebec City)
🏢 Educators Financial Group
📍 Quebec City