Certified Financial Planner
Toronto, ON, Canada
Senior Financial Planner (Fee-Only) Location: Remote Join a forward-thinking financial planning firm that prides itself on unbiased and objective advice. As an “advice-only” leader in Canada, we focus solely on financial, tax, and estate planning advice without the sale of products. We’re expanding our team and are seeking a seasoned Fee-Only Certified Financial Planner who is passionate about shaping financial futures. About You: You’re a driven professional with over ten years of experience in the financial planning sector.
With a knack for working autonomously, you’re adaptable and comfortable working primarily from home. Core Responsibilities: Engage with prospective clients who reach out to the firm. Develop comprehensive financial plans. Delve deeper with further analysis when necessary.
Master our financial planning software for optimal plan creation. Ensure client confidentiality and maintain the integrity of operational data. Collaborate with the team to achieve collective goals and deliverables. Suggest and assist in refining internal processes related to client administration, data collection, plan preparation, and data security.
Effectively utilize our contact management system for precise data entry and monitoring. Participate in special projects as they arise. What You Bring to the Table: Certified Financial Planner (CFP) designation. Bachelor’s degree or a specialized diploma in business, accounting, economics, mathematics, or personal finance (desired).
Prior experience in a structured office setting. Passionate about financial planning and client service. Robust quantitative and analytical prowess. Proficiency in MS Office Suite (Word, Excel, PowerPoint, and Outlook).
Keen interest in the nuances of financial planning, including retirement, tax planning, estate planning, investments, and insurance. Stellar time management, organization, and communication skills. Proactive and independent work ethic, while also thriving in team collaborations. An eye for detail and a penchant for prioritizing in a dynamic environment.
High ethical standards and the discretion to manage sensitive information. A commitment to continuous professional growth. How To Apply: To apply for this position, please send your resume and a brief cover letter outlining why you’re the ideal candidate for this role to hrobjectivecfp.com. Please Note: Only candidates selected for an interview will be contacted.
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