Job Description
Job Title: Financial Planner
Location & Compensation
Thornbury, Ontario, Canada
Hours: 37.5 per week
Salary: $60,000 - $70,000 CAD (base plus commission)
Responsibilities
- Partner clients to understand their life and financial objectives; conduct in-depth reviews and provide ongoing guidance.
- Analyze data-driven insights to develop recommendations and evaluate program effectiveness.
- Collaborate with the team to achieve shared objectives and enhance client experience.
- Monitor productivity and service delivery, identify efficiencies, and champion improvement initiatives.
- Stay informed on industry best practices and emerging trends.
- Mentor colleagues, fostering a collaborative environment.
- Uphold risk management and control aligned with the organization’s appetite.
- Engage fully as a valued team member, contributing to a positive workplace.