About the role

  • Financial Planner assisting clients in reaching their financial goals through planning and implementation. Collaborating with experts and receiving mentorship to support clients' needs.

Responsibilities

  • Help clients reach their goals by developing and implementing financial plans.
  • Provide clients with financial tools and support to get them where they want to go.
  • Partner with industry experts to best serve clients.
  • Engage in in-depth training and ongoing mentorship.

Requirements

  • You know how to connect with people, building personal, trusted relationships.
  • Financial planning is interesting to you.
  • You’re a driven person who’s committed to succeeding.
  • You’re ready to earn more for your hard work.
  • You enjoy helping people make more informed, confident decisions.
  • You're ready to live the life you want, both personally and professionally.

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Two funded pension plans
  • Life and disability insurance
  • Health care and dependent care reimbursement accounts
  • Adoption assistance
  • Reimbursement for licensing and ongoing education

Job title

Financial Planner

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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