Manager, Financial Planning

Overview

Role involves managing a team to deliver proactive financial advice and drive business growth.

Ideal candidate has experience in financial planning and strong leadership skills.

Locations

• Canada

Requirements

• CFP certification
• Experience in financial planning
• Leadership skills

Responsibilities

• Build and grow a team of planners
• Create scalable systems for advice delivery
• Drive key performance metrics

Benefits

• Competitive salary
• Retirement savings matching
• Generous PTO