Financial Advisor

Overview

This role involves serving as a Financial Advisor for an organization offering financial planning and investing and lending products and services to education members and their families. The position supports long-term client relationships by providing personalized financial planning and advice, while contributing to business growth, retention, and an exceptional client experience.

The role reports to the Regional Director, Client Advisory Services. Travel is required within the assigned area, and the position involves using your own vehicle to attend conferences, workshops, and client meetings. This posting is to fill an existing vacancy.

Responsibilities

• Build meaningful client relationships and become a 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 the organization at workshops, trade shows, seminars, and events.
• Collaborate with team members across the business development process, review and adapt plans based on 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).
• Hold or be working towards the Certificate in Financial Services Advice.
• Minimum 3 years of experience as a Financial Advisor, supported by demonstrated results.
• Strong interpersonal skills for managing client partnerships and nurturing long-term relationships.
• Proficient verbal and written communication skills.
• Ability to deliver engaging in-person and virtual presentations.
• Demonstrated proficiency in MS Office.
• Familiarity/experience with Salesforce, MorningStar and Conquest.
• 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.

Preferred Qualifications

• French language proficiency.
• Experience preparing and presenting financial plans to clients.

Compensation & Benefits

• Annual salary (hiring range): $70,000 - $78,000 (subject to the candidate’s relevant experience, qualifications and skills), plus an 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 are paid by the employer, with the exception of LTD premium.
• Defined benefit pension plan, with the employer’s contribution ranging from 6% to 8%.
• 3 weeks of paid vacation and other leave entitlements.
• 2 paid Employee Choice days.
• Learning and development support.

Location

• Remote work environment with some travel required within the assigned area, including use of your own vehicle to attend conferences, workshops, and client meetings.

Selection Process & AI in Recruitment

• The organization is committed to fostering an inclusive workforce and ensuring recruiting and selection processes are non-discriminatory and barrier-free.
• Following application review (typically 5 to 7 business days), pre-screened applicants may be contacted to coordinate:
  • Interview with Human Resources (up to 1 hour)
  • Interview(s) with the Hiring Team (1 hour)
• The organization leverages artificial intelligence (AI) technology to enhance the recruitment process, which may include drafting preliminary job descriptions, application screening, generating initial interview kit questions, taking interview notes, and other administrative tasks. Key hiring decisions remain solely with the hiring team.