Financial Advisor

About This Role

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. This newly created position reports to the Regional Director, Client Advisory Services and involves travel within the assigned area.

Responsibilities

• Develop meaningful relationships with clients and become their trusted Financial Advisor
• Retain and grow share of wallet by delivering personalized financial solutions and advice
• Prepare client asset allocation proposals and modular financial planning projections
• Respond to client inquiries and resolve issues in a timely manner
• Represent Educators Financial Group at workshops, trade shows, seminars, and events
• Collaborate with other members of the team to engage in the entire business development process, reviewing and adapting plans according to results and changing markets

Requirements

• 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
• Strong interpersonal skills in managing client partnerships, proven ability to engage and nurture long-term relationships
• Proficient verbal and written communication skills
• Ability to deliver engaging in-person and virtual presentations
• Demonstrated proficiency in MS Office
• Flexibility to work a schedule based on client availability
• Skilled at self-directed work, maintaining high standards of accuracy and timeliness while handling multiple priorities

Nice to have:

• French language proficiency
• Experience in preparing and presenting financial plans to clients
• Familiarity/experience with Salesforce, Morning Star, and Conquest

Benefits

• 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 (premiums paid by the company, with the exception of LTD premium)
• 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
• 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