Senior Financial Planner Location: Ottawa, ON (In office) Salary: $120,000 total compensation (base + bonus) Job Type: Full-time Vacation: 3 weeks Benefits: Health & dental coverage
Currey Insurance & Investments is seeking an experienced Certified Financial Planner to support a large, established client base. This is a service-focused role, not a sales-heavy position. You'll help maintain long-term relationships with loyal clients by delivering full-spectrum financial planning and implementation.
Responsibilities:
Meet with clients to assess needs and provide personalized planning
Develop and execute plans covering insurance, investment, retirement, and estate strategies
Follow through from planning to implementation, coordinating all necessary steps
Maintain detailed records using planning and CRM software
Collaborate with advisors and support staff to ensure top-tier client service
Requirements:
Minimum 10 years of experience in financial planning or wealth management
Certified Financial Planner (CFP®) designation (required)
LLQP license (Mutual Fund License is an asset)
Bilingual (English/French) is a strong asset
Solid technology skills and ability to work with modern planning tools
Based in Ottawa or willing to relocate
What We Offer:
$120,000 total compensation (base salary + bonus structure)
3 weeks paid vacation
Health and dental benefits
Opportunity to work with a respected firm with over 40 years of history
Stable client base and supportive, team-oriented work culture
We look forward to meeting the next key member of our planning team.
Job Types: Full-time, Permanent
Pay: $120,000.00 per year
Schedule:
Monday to Friday
Experience:
Financial services: 10 years (required)