We're Hiring: Financial Planner - Build Our Financial Planning Department
Position Type:
Full-Time | Leadership Opportunity
Are you a visionary financial planner ready to shape the future of financial services? We're seeking a dynamic and experienced
Financial Planner
to
establish and lead a new Financial Planning Department
within our well-respected general insurance brokerage.
What You'll Do:
Develop and launch a comprehensive financial planning division from the ground up
Design client-focused financial strategies that complement our insurance offerings
Collaborate with our brokerage team to integrate financial planning into our service model
Build and manage a team of financial planning professionals as the department grows
Ensure compliance with regulatory standards and maintain high ethical standards
What We're Looking For:
Certified Financial Planner (CFP) designation or equivalent
Experience in management.
Proven experience in financial planning, ideally with a background in insurance
Entrepreneurial mindset with strong leadership and strategic planning skills
Excellent communication and client relationship abilities
Passion for helping clients achieve financial security and success
Why Join Us?
Be part of a respected brokerage with a strong client base and reputation
Lead a new initiative with full support from senior leadership
Competitive compensation and benefits package
Opportunity to make a lasting impact in a growing organization
Job Types: Full-time, Permanent
Pay: $50,000.00-$100,000.00 per year
Benefits:
Dental care
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Work Location: In person
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