Join Educators Financial Group as a Senior Financial Planner, specializing in personalized financial strategies for education members. Enjoy a work from home 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 clients
• Achieve sales goals through effective planning
• Monitor performance and adjust strategies as needed




• Utilize technology for client insights and records
• Conduct financial planning presentations and workshops
Requirements:
• Current CFP designation required
• Minimum 7 years in investment sales/financial planning
• Solid interpersonal skills for client management
• Advanced computer literacy and numerical skills
• Ability to self-manage and prioritize work effectively
Leverage your expertise to drive financial success for clients at Educators Financial Group.
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📌 Senior Financial Planner For Educators Ottawa
🏢 Educators Financial Group
📍 Ottawa