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 AdvisorDeliver personalized financial solutions and advicePrepare asset allocation proposals and planning projectionsResolve client inquiries and issues promptlyRepresent Educators Financial Group at events and workshopsRequirements:Post-secondary college diploma or university degreeValid mutual funds certificationCertificate in Financial Services Advice held or underwayMinimum three years' Financial Advisor experience with demonstrated resultsStrong communication, presentation, and relationship management skillsApply financial planning, client advisory, and presentation expertise while supporting Educators Financial Group clients through long-term financial decisions.

📌 Financial Advisor Client Planning (Moncton)
🏢 Educators Financial Group
📍 Moncton