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Junior Financial Advisor/Planner (Not Sales) At TMFD Financial

Location: Mississauga, Ontario

Job Description

TMFD is a Financial Services organization that provides holistic financial planning, to dentists and to other professionals. We have an opening for a junior Financial Advisor. 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. Strong 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 doing Financial Planning.

The successful candidate will work under the direction of our two most experienced advisors, handling the preparation of Financial Plans, working in partnership in the servicing our high net worth clients (typically have >$1 million of investable assets), managing the relationship with some clients, and other advisor related responsibilities.

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.

Success in this role will lead to becoming a more senior advisor.

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

Job Type: Full-time

Experience: