Financial Planner (Technical, not Sales)
TMFD is a Financial Services organization that provides holistic financial planning, to dentists and to other professionals. We have an opening for a Financial Planner. The successful candidate will have a passion for helping clients via Financial Planning, along with both knowledge of and an aptitude for Financial Planning. An Accounting designation is preferred, along with successful completion of, or significant progress towards becoming a CFP Professional. Analytical skills are critical to success in this role.
Note that while the term 'Financial Planner' in the Financial Services industry normally means 'Sales', this is a very different position than a typical sales role at a bank. This position involves doingFinancial Planning.
The scope of our Financial Planning includes Personal Tax Planning, Corporate Tax Planning, Cash Flow Management, Debt Management, Retirement Planning, Education Planning, Estate and Insurance Planning, and Investment Planning. The planning that we do is both wide in scope and deep in nature. We also assist dentists with identifying and implementing changes to their Dental Practices.
We currently have an open position at our main office, located in central Mississauga.
More information on our organization can be found at www.tmfd.ca
Job Type: Full-time