- Leverage your client relationship skills and technical planning capability to attract clients and build a planning business at Purpose.
- Deliver exceptional service to clients to build and maintain confidence with them as their trusted advisor.
- Help clients consolidate their assets by integrating financial planning and investment management to consistently deliver better outcomes for clients.
- Partner with stakeholders across the firm to contribute to the ongoing development of modernizing advice, products, and communications at Purpose.
- Communicate with clients via phone and video requiring excellent communication skills.
- Certified Financial Planner (CFP) designation is required.
- Minimum of 7 years experience in financial planning, with a strong knowledge of retirement planning and existing retirement solutions in Canada.
- Registered Retirement Consultant (RRC), Trust and Estate Practitioner (TEP), and Chartered Life Underwriter (CLU) considered an asset.
- Bachelor's degree is required, preferably in business, finance, or economics.
- Exceptional client focus and a desire to work directly with investors.
- Must be an adaptable team player who thrives in a fast-paced work environment.
- Desire to engage in selling & promotion activities to expand a book of clients.
- Highly organized, able to take initiative, and independent.
- Ability to balance fun with a high personal bar for performance.
- We believe in innovation and vibrant culture- work for an innovative, people-first, financial services firm that values entrepreneurialism.
- We believe in a flexible work structure– A flexible hybrid work model that empowers you to do your best work whether at home or the office.
- We care about your rewards- Competitive compensation including equity program.
- We care about your health– comprehensive group health and dental benefits and life insurance at little to no cost to you, We also offer a Lifestyle Spending Account for all your wellness needs.
- We care about your quality of life- flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
- We care about your family- Paid parental leave for eligible employees with a top-up.
- We care about your future – Generous Group RRSP matching and an optional TFSA program.
- We care about your development– We offer training opportunities and tuition support year-round.
- Purpose Advisor Solutions Inc, 1128 Yonge St., Toronto, Ontario, Canada
-
Financial Planner
3 days ago
TD Bank Old Toronto, CanadaNous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres d ...
-
Financial Planner
1 week ago
Options Consulting Solutions Old Toronto, CanadaAbout the job · Financial Planners · Financial Services Industry · Toronto, ON · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial serv ...
-
Financial Planner
17 hours ago
Scotiabank Old Toronto, CanadaPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Requisition ID: 198719 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · As a Financial Advisor, Investment & ...
-
Financial Planner
5 days ago
Options Consulting Solutions Toronto, CanadaAbout the job · Financial Planners · Financial Services Industry · Toronto, ON · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services ...
-
Financial Planner
1 week ago
Options Consulting Solutions Toronto, CanadaAbout the job · Financial Planners · Financial Services Industry · Toronto, ON · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services ...
-
Financial Planner
6 days ago
Options Consulting Solutions Toronto, ON, CanadaAbout the jobFinancial PlannersFinancial Services IndustryToronto, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry fo ...
-
Financial Planner
1 week ago
Options Consulting Solutions Toronto, CanadaAbout the job Financial Planners Financial Services Industry Toronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industr ...
-
Financial Planner
1 week ago
Scotiabank Ontario, CanadaPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Title: Financial Planner - Humbertown Centre Branch · Requisition ID: 196930 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. ...
-
Financial Planner
3 weeks ago
Aviso Wealth Inc Ontario, CanadaYou're invited to make a difference... as a Financial Planner in Aylmer · At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. · In this role you will come alongside ...
-
Financial Planner
3 weeks ago
Scotiabank Toronto, CanadaAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment ...
-
Financial Planner
3 weeks ago
Scotiabank Toronto, CanadaAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment ...
-
Financial Planner
2 weeks ago
0000050007 Royal Bank of Canada Toronto, Canada Full timeJob Description · What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through ...
-
Financial Planner
2 weeks ago
Royal Bank of Canada> Toronto, CanadaJob Summary · Job Description · What is the opportunity? · As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relatio ...
-
Financial Planner
1 week ago
Scotiabank Toronto, CanadaRequisition ID: 193426 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass a ...
-
Financial Planner
2 weeks ago
BMO Toronto, Canada Full timeApplication Deadline: · 07/13/2024 Address: · 9 Beverly Street W Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions th ...
-
Financial Planner
3 weeks ago
BMO Toronto, Canada Full timeApplication Deadline: · 05/10/2024 Address: · 9 Beverly Street W Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions th ...
-
Financial Planner
2 weeks ago
BMO Toronto, CanadaApplication Deadline: · 05/30/2024 · Address: · 2025 Corydon Avenue · Job Family Group: · Retail Banking Sales & Service · This job posting is for various locations across Canada. · Provides financial and investment planning and advice to deliver a solution in the best interest ...
-
Financial Planner
1 week ago
Scotiabank Toronto, CanadaRequisition ID: 198719 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to th ...
-
PFP Certified Financial Planner
17 hours ago
Scotiabank Old Toronto, CanadaPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Select how often (in days) to receive an alert: · Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system m ...
-
Financial Planner, Prospr by
5 days ago
Sun Life Toronto, Canada Full timeJob Description · : Be part of a unique change..At Sun Life Financial the client is at the center of everything we do. As a CFP Licenced Prospr Financial Planner your work will directly contribute to our mission of helping clients achieve lifetime financial security and live heal ...
Financial Planner - Old Toronto, Canada - Purpose LP
Description
Purpose Advisor Solutions Inc, 1128 Yonge St., Toronto, Ontario, Canada Req #44
Thursday, August 3, 2023
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses include Purpose Investments, Driven, Advisor Solutions by Purpose, and Harness Investment Management. Across our businesses, we serve more than [10,000] investors and [$21 Billion] in investment and platform assets.
Who are you?
We are looking for a Financial Planner to join our team to support the company in launching a new financial planning capability. The ideal candidate will be a highly motivated, self-directed, enthusiastic person who thrives in a fast-paced, entrepreneurial environment. They are excited by the opportunity to set up a new business line at a leading, innovative financial service company. They have a deep passion for helping people plan for their retirement, thinking about the client's needs holistically, and not only developing but helping clients to implement the plan to achieve their life goals acting as the lead relationship manager.
If you have a desire to create a serious impact, while owning the process and results from end to end, we would love to hear from you
The Financial Planner will receive a fixed base salary + commission/bonus.
Responsibilities
Qualifications
If this is an opportunity that sounds interesting and you're intrigued to learn more, we'd love to hear from you
Why you should join us?
Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team - .
We thank all applicants for their interest; however, only those selected for interviews will be contacted.
In light of the COVID-19 pandemic, the safety and well-being of our teams are our top priority. Our work philosophy is a hybrid model allowing for flexibility and collaboration.
