If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975. Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 16,000 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of…
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We are the financial specialists dedicated to empowering the education community to make smart financial decisions.
If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975. Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 16,000 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of investing and lending products and services (including lower investment fees and mortgage rates, plus a range of educator-specific financial literacy resources) geared exclusively towards Ontario education members and their families. Whether you need expert advice on pension income maximization, planning your 4 over 5, summer cash flow challenges, how to minimize tax on gratuities, or any other educator-specific topic – we can answer your question and, more importantly, help you to achieve your financial goals. Brokerage license #12185 Follow us: Facebook: Educators Financial Group X: @EducatorsFG Instagram: @EducatorsFG Sign up for eNews, our electronic newsletter: EducatorsFinancialGroup.ca/eNews
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Educators Financial Group has 7 open jobs in Canada as of November 6, 2026. Top locations: Kingston, Toronto and Ottawa.
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Educators Financial Group
3+ YOECandidates need at least 3 years of experience as a Financial Advisor, post-secondary education, and a valid Mutual Funds certification. Strong communication, presentation, and MS Office skills are also required.
MS Office, Salesforce, Morningstar, Conquest
Educators Financial Group
5+ YOECandidates need five years of mutual fund back-office experience and a college diploma or undergraduate degree in business, finance or commerce. They also need the Canadian Investment Funds Operations Course, familiarity with Fundserv and RPM, and strong Microsoft Office skills.
Fundserv, RPM, Microsoft Outlook, Microsoft Word, Microsoft Excel
Educators Financial Group
3+ YOECandidates need post-secondary education, a Mutual Funds certification, and at least 3 years as a financial advisor. Strong client relationship, presentation and communication skills, plus MS Office and CRM experience, are also needed.
Salesforce, Morningstar, Conquest, MS Office
Educators Financial Group
3+ YOECandidates need a university degree or college diploma in business, finance or a related field, a FSRAO Mortgage Agent Level 1 licence on hire, and an AMPC designation within 6 months. They also need at least 3 years of financial sales experience and 2 years of mortgage brokerage experience, plus a vehicle and valid licence for business use.
Sales, Mortgage agent licence, Problem solving, Communication skills, Work independently, Valid driver's licence
Educators Financial Group
7+ YOECandidates need a current CFP designation approved for registration with a CIRO firm in Ontario, and at least 7 years of investment sales, financial planning or advisory experience. Strong client relationship, communication and computer skills are also required.
Sales, Strategic planning, Financial planning, Presentation skills, Know your customer, CIRO
Educators Financial Group
3+ YOECandidates need at least 3 years of experience as a financial advisor, a college or university education, and a valid mutual funds certification. They also need strong client relationship, presentation and communication skills, and proficiency in MS Office and Salesforce.
MS Office, Salesforce, MorningStar, Conquest
Educators Financial Group
3+ YOECandidates need at least 3 years of experience as a Financial Advisor, a post-secondary diploma or degree, and a valid Mutual Funds certification. Strong client relationship, presentation and communication skills are required, and French is a strong asset.
Salesforce, Morningstar, Conquest, MS Office
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