Summer Wang-Branch Director-Knowledge First Financial

Summer Wang-Branch Director-Knowledge First Financial Knowledge First Financial is proudly servicing communities for over 55 years since 1965. We are the Founded on March 15, 1965
Knowledge First Financial Inc.

As Canada’s largest RESP Company, Knowledge First Financial is uniquely able to serve your education saving needs. is a wholly owned subsidiary of the Knowledge First Foundation and is the investment fund manager, administrator and distributor of education savings plans offered by Knowledge First Foundation. For more than 50 years, Knowledge First Financial has helped thousands of young people fun

d the cost of post-secondary education. Knowledge First Financial is a registered trademark of Knowledge First Financial Inc. For sales representatives who hold out under dual logo:
Heritage Education Funds is a division of Knowledge First Financial Inc. Knowledge First Financial Inc.

03/30/2022

Congratulations to the new winner family!

09/15/2021

Knowledge First Financial is Canada’s Largest Registered Education Savings Plans provider, with a sole focus on education savings. We inspire students to realize life’s possibilities by enabling families to maximize their education savings through RESP specialists. Today, we manage over 500,000 RESPs for our Customers and each year, approximately 60,000 students attend post-secondary with the help of one of our plans.
This is your chance to be part of an exceptional group of experts, guided and inspired by a not-for-profit Foundation focused on satisfying our significant customer base. We are driven by purpose and commercial value. If you thrive in a purpose-based organization, with a passion for expertise and human-centered design, apply for a position with us today.
Mandate
We are looking for a Financial Analyst who has expertise in identifying key business metrics and reporting. The incumbent will work with the Transformation Office on reporting for our business. Key aspects of this position include the ability to extract and manipulate data, as well as provide insight and analytics on data to drive business decisions forward.
We are looking to expand our sales force and increase our presence across Canada. This is an ideal opportunity for a dynamic individual who is either a seasoned professional, re-entering the workforce, or entering the workforce for the first time. Knowledge First Financial will provide the training and product knowledge to help you be successful.
Here is what you will love:
• You will have the chance to build your own business
• You will be eligible for a competitive commission and recognition program, including rewards trips like our “Business Excellence Conference”
• You can create your own schedule
• You can control your revenue and have uncapped earning potential
• You will have access to sales incentives and recognition programs
• You will receive unparalleled product and sales training on RESPs through live webinar train

02/18/2021

Financial Planning Association of Canada partners with MoneySense to offer professionally vetted, timely personal finance content to the broadest possible audience.

09/18/2020

The pandemic has rapidly changed how institutions will reopen, and experts say post-secondary education will never look the same again. Here are some predictions for the future of universities and colleges in Canada.

09/11/2020

Address

Unit8, Suite100-30 Fulton Way
Richmond Hill, ON
L4B1E6

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm

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