Financial Planner

Financial Planner (Permanent, Full-time)

Location: Southeastern Ontario (Hybrid work option available)

Hours: 40 hours per week, Monday to Saturday

Rate of Pay: $85,000 + a competitive compensation structure designed to reward high performance and exceptional member service

Benefits

• Generous vacation time
• Comprehensive medical and dental benefits
• Pension plan
• Focus on employee well‑being
• Dedication to learning and development
• Employee recognition program
• Supportive work environment

Responsibilities

• Provide members with investment and financial planning advice.
• Consistently engage in the development and delivery of modular financial plans, using software and tools to support planning complexity.
• Provide members a review of their existing comprehensive financial plans.
• Provide high‑level financial planning servic...