Manager, Financial Planning

Overview

Manager of Financial Planning responsible for leading a team to deliver proactive financial advice.

Ideal candidate has CFP certification and experience in scaling teams in fast-paced environments.

Locations

• Canada

Requirements

• CFP certification required
• Experience in financial planning
• Proven sales leadership skills

Responsibilities

• Support and develop a team of financial planners
• Create scalable systems for advice delivery
• Drive performance metrics through data analysis
• Enhance client experience through collaboration

Benefits

• Competitive salary
• Top-tier health benefits
• Retirement savings matching
• 20 vacation days
• Unlimited sick and mental health days
• Wellness and professional development budgets
• 90 days away program
• Company-wide wellness days