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About the Role

We are seeking a proactive Relationship Development Associate to expand Educators Financial Group's presence within the education community by building meaningful relationships and connecting educators with valuable financial solutions. This dynamic, client-facing role involves extensive travel across the province to engage, educate, and welcome new clients through networking events, conferences, district visits, webinars, and workshops. Success requires a genuine passion for relationship-building, the ability to influence and connect with people, and a commitment to helping educators achieve their financial goals.

Responsibilities

Regularly deliver province-wide webinars and in-person workshops on financial planning topics, collaborating with the Client Advisory Services Team.
Participate in education and civic events to promote engagement in the education community, including attending teachers’ provincial council meetings and annual conferences.
Visit key influencers and maintain an active, visible role through the development of internal and external networks to capitalize on business opportunities and referrals.
Source leads by hosting in-market business level activities such as lunch and learns, webinars, and workshops.
Plan, execute, and follow-up on community and organizational events to drive leads.
Establish and maintain a district outreach plan.
Implement initiatives to respond to a changing marketplace and corrective action strategies to achieve lead generation.
Collaborate with SMEs (Marketing and Client Advisory Services Teams) to update and maintain workshop and webinar presentations.

Requirements

University degree or College diploma in business, corporate finance, commerce, or a related subject.
Completion of Investment Funds in Canada/Canadian Securities Course Certification upon hire or within 4 months of employment start.
Minimum three years of financial services industry/advisory experience.
Successful track record in a business development or sales-oriented role.
Strong English (oral and written) communication skills.
Proficiency in French is an asset.
Strong presentation and negotiation skills.
Personable communication style with the ability to convey information clearly, professionally, and confidently.
Strong organizational and time management skills.
Knowledge and understanding of defined benefit pension plans, benefits, union structure, educator-specific pay grids, and bargaining units.
Valid Ontario driver’s licence.
Access to a personal vehicle for business travel with appropriate auto insurance coverage for business use.

Skills

Relationship-building
Influencing
Connecting with people
Financial goal achievement
Presentation
Negotiation
Communication
Organizational skills
Time management

Location

Province-wide travel
Remote work arrangements

Work Type

Full-time
Remote
Hybrid (expectation to attend company events)

Experience Level

Minimum three years of financial services industry/advisory experience
Successful track record in a business development or sales-oriented role

Education Level

University degree or College diploma in business, corporate finance, commerce, or a related subject
Completion of Investment Funds in Canada/Canadian Securities Course Certification

Salary/Compensations

$70,000 - $82,000
Plus annual Short-Term Incentive Plan (STIP) bonus

Benefits

Health Benefits Plan (Extended Health, Dental & Vision coverage)
Basic Life Insurance
Short-Term and Long-Term Disability Benefits
Employee Assistance Programs
Defined benefit pension plan (company contribution 6%-8%)
Survivor benefits
Early retirement options
3 weeks of paid vacation
Other leave entitlements
2 paid Employee Choice days
Learning and development support

About the Company

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF).
Offers financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975.
Recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.
Provides a highly collaborative and supportive work environment with focus on professional growth and development opportunities.

Equal Opportunity

Committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.
Actively seek and welcome applications from all qualified candidates.
Strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free.
Provide accommodation during the selection process upon request.
Encourage and welcome all candidates to self-identify during the application process.