Financial Planning & Investment Specialist

Job Description

Job Description

Financial Planning & Investment Specialist

Join Our Team

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Financial Planner to join our growing team!

We're a tight-knit, supportive team—and we’re looking for someone who can work independently but never feels alone.

About the Role

As a Financial Planning & Investment Specialist , you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You’ll have the freedom to work independently, with the support of a full team behind you.

What You’ll Do

✅ Meet with clients to understand their goals and create personalized plans

✅ Recommend investment and insurance solutions that fit their needs

✅ Review and adjust portfolios as needed

✅ Build long-term client relationships based on trust and results

✅ Stay up-to-date with financial trends and opportunities

What We’re Looking For

• Mutual Funds and Life Insurance licenses (in good standing)
• CFP® designation (or working towards it)
• At least 3 years of client-facing financial services experience
• Great communication and relationship-building skills
• A proactive mindset and a passion for helping others

Why Join Us?

💰 Competitive salary + performance-based bonus

📈 Growth opportunities with clear career path and mentorship

🤝 A collaborative and dynamic team culture

🎯 Access to in-house opportunities and resources to help you succeed

Your Benefits

Health and dental coverage

RRSP matching program

Paid time off and vacation days

Ongoing professional development support

Ready to take the next step in your advisory career? We’d love to hear from you!

Only candidates selected for an interview will be contacted. Thank you for your interest!