Certified Financial Planner (Location – Flexible)
Although OFP is not currently hiring, we would love to hear from experienced Certified Financial Planners who may want to join our team at a future date. We are a busy, fee-only, advice-only financial planning firm working with clients across Canada and around the world.
Our ideal candidates will have excellent retirement, tax, and estate planning knowledge and experience using commercial financial planning software. Strong client service and professionalism are required skills.
To have your resume on file with us, please submit it to hr@
The purpose of this meeting is to understand your specific needs to determine if and how we can help. We then provide a quote for our services to be detailed in a written engagement letter that acts as our contract to you. Please note we cannot provide advice to you during this introductory meeting.
We work with many self-directed DIY investors. That said, we cannot provide investment recommendations for the purchase or sale of specific securities, nor can other fee-only/advice-only financial planners in Canada who are not licensed to manage your investments.
Please note our minimum consultation fee is $1,500 plus applicable sales tax. If you provide some information below and request it from us, we can provide a rough estimate on pricing prior to an introductory meeting.
Objective Financial Partners Inc.
675 Cochrane Drive
East Tower, 6th Floor
Toll Free. 1.855.691.8471
Copyright © 2018 |Objective Financial Partners Inc. | All rights reserved.
We don't sell investments, so we're not going to tell you which stocks to buy and sell. However, we can build you a comprehensive and truly objective financial plan.