Financial Planning Consultant

The consultant will provide direct support in a designated market, including in-branch training on myGPS software through one-on-one coaching and market presentations. Responsibilities also include client-facing planning for target clients, collaborating with branch leadership to promote financial planning, developing internal networks to enhance training effectiveness, and providing coaching and feedback to branch managers after on-site visits.

Must-haves include a university degree supported by a professional designation (CFP/IQPF), over 5 years of experience in financial planning or training and development, knowledge of myGPS or other financial planning software, and familiarity with Canadian taxation and pension legislation. Excellent verbal and written communication, presentation, and interpersonal skills are required, along with the ability to work independently and collaboratively. A nice-to-have qualification is brokerage industry experience and a CSC designation.

University degree