Deliver personalized financial planning remotely as a Financial Advisor, using client relationships and investment advice to support education members. Travel within your assigned area for client meetings, workshops, and conferences.
Educators Financial Group is seeking a Financial Advisor to build long-term partnerships and help clients achieve financial goals. You will prepare asset allocation proposals, develop modular projections, respond to inquiries, and contribute to growth and retention. The position reports to the Regional Director, Client Advisory Services.
Key Responsibilities: Build meaningful relationships as clients’ trusted Financial Advisor
Deliver personalized financial solutions and advice
Prepare asset allocation proposals and planning projections




Resolve client inquiries and issues promptly
Represent Educators Financial Group at events and workshops
Requirements: Post-secondary college diploma or university degree
Valid mutual funds certification
Certificate in Financial Services Advice held or underway
Minimum three years’ Financial Advisor experience with demonstrated results
Solid communication, presentation, and relationship management skills
Apply financial planning, client advisory, and presentation expertise while supporting Educators Financial Group clients through long-term financial decisions.

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📌 Financial Advisor Client Planning (British Columbia)
🏢 Educators Financial Group
📍 British Columbia