Planificateur adjoint

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.

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