Financial Advisor Client Planning

Deliver personalized financial planning remotely as a Financial Advisor, using client relationships and investment advice to support education members. Travel within your assigned area for client meetings, workshops, and conferences.

Educators Financial Group is seeking a Financial Advisor to build long-term partnerships and help clients achieve financial goals. You will prepare asset allocation proposals, develop modular projections, respond to inquiries, and contribute to growth and retention. The position reports to the Regional Director, Client Advisory Services.

Key Responsibilities:

• Build meaningful relationships as clients’ trusted Financial Advisor
• Deliver personalized financial solutions and advice
• Prepare asset allocation proposals and planning projections
• Resolve client inquiries and issues promptly
• Represent Educators Financial Group at events and workshops

Requirements:

• Post-secondary college diploma or university degree
• Valid mutual funds certification
• Certificate in Financial Services Advice held or underway
• Minimum three years’ Financial Advisor experience with demonstrated results
• Strong communication, presentation, and relationship management skills

Apply financial planning, client advisory, and presentation expertise while supporting Educators Financial Group clients through long-term financial decisions.