Financial Planner

Job Details

Join Covello Financial Group, a leading financial services brokerage firm in Canada, as a Financial Planner and contribute to the success of our clients by providing comprehensive financial and estate planning solutions. If you are passionate about helping individuals and businesses achieve their financial goals, this opportunity is for you.

If you are a dedicated and client-focused financial professional seeking a challenging role in a collaborative environment, we invite you to apply.

To apply, please submit your resume and cover letter to

Covello Financial Group is an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences.


Financial Analysis and Goal Setting:
  • Conduct in-depth financial analyses for clients, evaluating their current financial situation and future goals.
  • Collaborate with clients to establish clear and achievable financial objectives.
Comprehensive Financial Planning:
  • Develop holistic financial plans encompassing investment strategies, retirement planning, tax optimization, and risk management.
  • Provide recommendations tailored to each client’s unique circumstances.
Estate and Succession Planning:
  • Assist clients in creating effective estate plans, including wills, trusts, and powers of attorney.
  • Collaborate with business clients on succession planning strategies for seamless transitions.
Investment Management:
  • Design and implement investment portfolios aligned with clients’ risk tolerance, financial objectives, and time horizon.
  • Monitor and adjust investment strategies based on market conditions and client needs.
Risk Management and Insurance Planning:
  • Evaluate clients’ insurance needs and provide recommendations for life, disability, and critical illness insurance.
  • Integrate insurance solutions into comprehensive financial plans.
Client Education:
  • Educate clients on financial planning concepts, investment options, and the importance of risk management.
  • Conduct workshops and seminars to enhance financial literacy.
Regulatory Compliance:
  • Ensure adherence to regulatory requirements and compliance standards in all financial planning activities.
  • Stay updated on industry regulations and licensing requirements.

Skills & Qualifications

  • Certified Financial Planner (CFP) designation.
  • Minimum [X] years of experience in financial planning.
  • Strong knowledge of investment products, tax planning, and estate planning.
  • Excellent interpersonal and communication skills.
  • Proficient in financial planning software and Microsoft Office Suite.