Senior Financial Planner
Kingston, ONEducators 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
Financial Advisor
Windsor, ONEducators 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
Financial Advisor
Ottawa, ONEducators 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