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What is a part-time CFP?

A part-time CFP is a Certified Financial Planner who works fewer hours than a full-time professional, often providing financial planning and advisory services on a flexible schedule. They help clients with budgeting, retirement planning, investments, and other financial matters, but may serve fewer clients or work with firms that accommodate part-time roles. This arrangement can be ideal for professionals seeking work-life balance or those transitioning into semi-retirement, while still maintaining their certification and expertise.

What are part-time jobs for a CFP?

As a part-time CFP (certified financial planner), your job is to help provide investment and insurance advice for each client or customer. In this flexible role, you may set your own schedule based on the needs of your clients, research market trends, and provide other relevant services. As a certified financial planner, you may also specialize in a specific area of the market, such as taxes or estate planning. The definition of part-time varies by company and could include working full shifts on specific days, rather than shorter shifts on many days. Certified financial planners usually work from offices, but you may be able to do some or all of your work remotely.

What are the key skills and qualifications needed to thrive as a part-time CFP, and why are they important?

To thrive as a Part Time CFP, you need a CFP certification, strong analytical skills, and a solid understanding of financial planning principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro) and tools for portfolio management is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are crucial for building client trust, providing tailored advice, and ensuring regulatory compliance in a flexible, part-time capacity.

What are some common challenges faced by part-time CFPs, and how can they effectively manage their workload?

Part-time Certified Financial Planners (CFPs) often face the challenge of balancing client demands with limited working hours. Time management is crucial, as they must prioritize tasks such as client meetings, financial plan preparation, and ongoing research within a condensed schedule. Effective communication with clients about availability and setting clear expectations can help prevent misunderstandings. Additionally, leveraging technology for remote consultations and efficient documentation can streamline processes, allowing part-time CFPs to maintain high-quality service while managing their workload.
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Part Time Cfp jobs near you
Infographic showing various Part Time Cfp job openings in Ontario as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution.

Regional Manager, Individual - Life (External Wholesaler)

Wawanesa Insurance

Kingston, ON

CA$160K/yr

Full-time, Part-time

Retirement, PTO

Re-posted 9 days ago

Job description

Job ID: 10123 


Employment Type: Existing Role 
Working Business Language: English 
 

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. 
 

The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $85,000 - $100,000 (base pay range plus variable monthly commission based on sales. Approximate total yearly income during the first year is $150-160k+). Candidates with salary expectations outside of the range are still encouraged to apply.

About Us
You may work from any of the following locations: Ottawa, ON, Kingston, ON.
 

The Wawanesa Mutual Insurance Company ("Wawanesa Mutual"), founded in 1896, is one of Canada's largest mutual insurers, with over $3.5 billion in annual revenue and assets of $10 billion (CAD). Wawanesa Mutual, with its National Headquarters in Winnipeg, is the parent company of Wawanesa Life, which provides life insurance products and services throughout Canada, and Western Financial Group, which distributes personal and business insurance across Canada. Wawanesa proudly serves more than 1.7 million members in Canada, and we are home to more than 3,300 employees distributed across the Canadian regions and communities where we operate. We give back to organizations that strengthen communities, donating more than $3.5 million annually to charitable organizations, including over $2 million annually in support of people on the front lines of climate change. We are also proud to be recognized as one of Manitoba's Top Employers. To learn more visit wawanesa.com. 


We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.
 

Job Overview

The Regional Manager is responsible for planning and executing the Annual Business Plan to achieve sales targets within the Ontario territory. This role involves building and maintaining a strong broker network and promoting Wawanesa Life as a leading insurance provider.

Job Responsibilities

  • Appointing, training, and developing broker relationships.
  • Strong team player with the ability to collaborate effectively with Head Office personnel.
  • Excellent communication skills, including verbal, written, and listening.
  • Effective decision-making and problem-solving abilities.
  • Commitment to personal development and staying current with industry changes.
  • In-depth knowledge of Wawanesa Life products, underwriting, and administration practices.
  • Strong business acumen and negotiation skills.
  • Proficiency in using Microsoft Office (Word, Excel, PowerPoint, PowerBI).
  • Experience with CRMs including Salesforce considered an asset.

Major Duties and Responsibilities:

Sales Development (90%):

  • Develop and implement the Annual Business Plan with a strong focus on achieving sales targets.
  • Manage the territory in alignment with the Business Plan and company objectives.
  • Build new broker relationships, ensuring they meet company standards.
  • Provide quarterly feedback on year-to-date sales activities and results.
  • Manage activities within the allocated expense budget.

Other Responsibilities (10%):

  • Act as a liaison between Head Office, brokers, and clients to resolve issues and enhance service levels.
  • Promote sales and marketing tools.
  • Monitor competitive marketplace changes and consumer/marketing trends.
  • Collaborate with the Head Office team to develop new product opportunities based on market trends and broker feedback.
Qualifications
  • Ability to be licensed within 90 days or currently licensed to transact life insurance sales in Ontario.
  • 5+ years of proven sales experience, with a focus on initiating contact, presenting, and closing deals.
  • Preference will be given to those candidates with a university degree and/or industry designations such as CLU, CFP or CHS.
  • Ability to work independently and under minimal supervision.
  • A valid driver's license.
  • Travel within the region as outlined in the Business Plan, including overnight travel when necessary.
  • Travel to Head Office as required. 


Diversity Equity, Inclusion& Belonging
At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people - this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas. 
 

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to jobs@wawanesa.com.
 

All Wawanesa job applicants are subject to Wawanesa's Privacy Policy.

Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.  
 

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