Job Title

Certified Financial PlannerOttawa, ON (On-site)Full-Time | $120,000 Total Compensation | 3 Weeks Vacation | Health BenefitsCurrey Insurance & Investments is hiring a Certified Financial Planner to help service and support an established, loyal client base.This is a planning and relationship-focused rolenot a cold-calling or sales-heavy position. Youll be joining a reputable firm with over 50 years of history and stepping into a critical client-facing role thats been built and nurtured over two decades.What Youll Do:Meet with existing clients to understand their needs and develop holistic financial plansImplement and follow through on insurance, investment, retirement, and estate strategiesCollaborate with other advisors and support staff to ensure a seamless client experienceLeverage modern planning tools and CRM software for efficient, compliant serviceWhat You Bring:10+ years of experience in financial planning or wealth managementCFP designation (required)LLQP license (Mutual Funds License is a strong asset)Bilingualism (English/French) is a significant assetBased in Ottawa (or willing to relocate)Tech-savvy, detail-oriented, and excellent with clientsWhat We Offer:$120,000 total compensation (base + performance bonus)3 weeks paid vacationComprehensive health benefitsA long-term role within a stable, supportive, and growth-oriented environmentA chance to make a lasting impact by supporting real clients with real needs.