Senior Financial Planner

Financial Planner (Fee-Only)
Location: Markham, Ontario

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.
• Accurately collect and interpret client data.
• 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:

• Bachelor’s degree or a specialized diploma in business, accounting, economics, mathematics, or personal finance (desired).
• Valid Certified Financial Planner (CFP) designation.
• 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 investments, retirement, asset protection, estate planning, cash management, and tax matters.
• 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.

Jumpstart your next professional journey with us and redefine financial futures. Apply now and let’s create financial blueprints together!

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 hr@objectivefinancialpartners.com.

Please Note: Only candidates selected for an interview will be contacted.