Financial Planner | Full-Time Opportunity Full Time Permanent

Financial Planner – Full-Time Opportunity in Fort McMurray, Alberta, Canada.

• Job Posted: April 16, 2025.
• Job Location: 9612 Franklin Avenue, Fort McMurray, Alberta.
• Hiring Company: Stephen House Agency Inc. / Co-operators.
• Employment Type: Permanent | Full-Time.
• Work Schedule: 37.5 Hrs/week.
• Base Salary: $50,000 annually + 50% commission/sale.
• Work Environment: On-site only (no remote options).

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Financial Planner Career Opportunity Overview:

Stephen House Agency Inc., in partnership with Co-operators, is offering a dynamic career path for experienced financial professionals. This full-time role is designed for individuals who excel in financial planning, client engagement, and sales performance. With a competitive base salary and a strong commission structure, this role allows professionals to significantly increase their income through direct client success.

This is not just a job; it’s a strategic step forward in a long-term financial services career, with ongoing training and high-earning potential built in.

Financial Planner Job Responsibilities:

• Evaluate financial goals and develop long-term client strategies.
• Conduct thorough reviews of income, expenses, liabilities, and investments.
• Create structured financial plans for clients.
• Recommend options for insurance, cash flow, investments, and retirement savings.
• Guide clients in managing risk and growing their wealth.
• Offer investment products and financial solutions that match each client’s objectives.
• Maintain detailed financial records and ensure full regulatory compliance.

Candidate Requirements:

• Education: High school diploma (minimum required).
• Experience: 2 to 3 years in a finance, banking, or insurance-related role.
• Language: Fluent in English.
• Work Status: Must have valid work authorization in Canada.
• Residency: Should currently reside in or near Fort McMurray or be willing to relocate.

Required Certifications

• Applicants must possess one or more of the following:
• Canadian Securities Course (CSC).
• Investment Funds in Canada (IFIC).
• Anti-Money Laundering (CAMS) Certification.
• Canadian Institute of Financial Planning (CIFP).

Ideal Candidate Qualities:

• Exceptional verbal and written communication.
• Strong organizational skills and attention to detail.
• Proven ability to build lasting relationships with clients.
• Proactive attitude and ability to work independently.
• Ability to meet deadlines and manage a high-volume client base.
• Skilled in financial products, investment strategy, and risk management.

Working Conditions:

• Office-based role with high-paced workflow.
• Requires multitasking and quick decision-making.
• Performance-focused environment with commission incentives.

Employee Benefits:

• Dental and vision care plans.
• Disability and extended health benefits.
• Performance bonuses.
• Learning and development support.
• Free on-site parking.
• Commission on every successful sale (50%).

Eligibility Criteria:

You may apply if you are:

• A Canadian citizen.
• A permanent resident of Canada.
• A foreign worker with a valid Canadian work permit.

Note: Applicants without legal authorization to work in Canada will not be considered.

How to Apply:

Send your detailed resume and a customized cover letter to:
steve-house@cooperators.ca

Please include:

• A brief statement on your work eligibility in Canada.
• Confirmation of your proximity to the job location.
• Proof of your professional certifications.
• An overview of your experience in financial services.

Application Deadline: May 30, 2025.

This is a rare opportunity for financial professionals looking to expand their career with a recognized brand and earn a high income based on performance. Join a team that values precision, planning, and long-term success.