Job Description

Senior Financial Planner

Location:

Ottawa, ON (On-site)

Salary:

$120,000 total compensation (base + bonus)

Job Type:

Full-time

Vacation:

3 weeks

Benefits:

Health & dental coverage

Currey Insurance & Investments

is seeking an experienced

Certified Financial Planner

to support a large, established client base. This is a service-focused role, not a sales-heavy position. You'll help maintain long-term relationships with loyal clients by delivering full-spectrum financial planning and implementation.

Responsibilities:

Meet with clients to assess needs and provide personalized planning Develop and execute plans covering insurance, investment, retirement, and estate strategies Follow through from planning to implementation, coordinating all necessary steps Maintain detailed records using planning and CRM software Collaborate with advisors and support staff to ensure top-tier client service
Requirements:

Minimum

10 years of experience

in financial planning or wealth management

Certified Financial Planner (CFP)

designation (required)

LLQP license

(Mutual Fund License is an asset) Bilingual (English/French) is a strong asset Strong technology skills and ability to work with modern planning tools Based in Ottawa or willing to relocate
What We Offer:

$120,000 total compensation

(base salary + bonus structure)

3 weeks paid vacation

Health and dental benefits

Opportunity to work with a respected firm with over 40 years of history Stable client base and supportive, collaborative work culture
We look forward to meeting the next key member of our planning team.

Job Types: Full-time, Permanent

Pay: $120,000.00 per year

Schedule:

Monday to Friday
Experience:

Financial services: 10 years (required)
Licence/Certification:

CFP and LLQP (required)
Work Location: In person