At Sentry Group, we offer a wide range of solutions including wealth planning, tax and business. capital advisory, and mortgage capital services. Our approach is holistic and transparent, aiming to help clients increase their net worth, manage risks, and secure their financial futures.
We focus on estate planning and portfolio management, ensuring that our clients’ money works as hard as they do. We pride ourselves on providing personalized solutions tailored to each client’s unique needs.
Your Role
Be part of a purpose-driven team, helping clients achieve financial security and healthier lives
Work in an inclusive and respectful environment, fostering a partnership with clients.
Position: Financial Planner / Partner
At Sentry Group Wealth Partners, we celebrate your unique background, experience, and perspective. You’ll be empowered to be your best self, collaborating with dynamic colleagues eager to share their expertise. Leaders will inspire you to reach your potential and impact lives daily. Successful candidates will already have achieved success in their career that will compliment estate and financial planning to their qualified clients and potential clients of the office as others engage in succession plans.
Requirements:
- Educational requirement (degree or certification TBD)
- Minimum _ years experience in a financial planning or similar role
- Technical skills (ex: high degree of proficiency in Microsoft 365 Excel and Word)
- Excellent communication skills
- Strong analytical and problem-solving skills
- Driven and adaptable to new situations
To Apply:
- Contact us at solution@sentrygroup.ca
- Fill out your application by clicking here
More Information
If you have more questions, please email us at solution@sentrygroup.ca, and we will get back to you promptly.