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Financial Planner - Brampton, ON

Company: Direct IT Recruiting INC.
Pay: $125000.00 Annually
Job type: full-time
Category: Accounting

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Job description

Financial Planner

Job Title: Financial Planner

Company: Direct IT Recruiting Inc.

Location: Brampton, Ontario

Status: Permanent

Job Category: Financial Planning, Insurance

Career Level: Junior, Intermediate, Senior

Work Experience: MFDA, LLQP, CFP

Industry: Financial and Insurance Services


As a Financial Planner, you will work with clients to help them reach their financial goals by building a comprehensive financial plan. This career is both challenging and rewarding, our client offers the industry's best training, development and support, as well as independence and flexibility that allows you to be your own manager and work around your life.


- Self-confidence and leadership skills

- The ability to network effectively

- An entrepreneurial spirit

- The desire to positively impact clients lives

- The ability to work well in a team environment

- MFDA (Mutual Fund Dealer Association) License (Must be completed upon start date)

- LLQP (Life License Qualification Program) or to be completed within the first 90 days of start date

- CFP Certified Financial Planner (an asset, junior financial consultants will be trained in-house)


- Industry leading training and development

- Mentorship and support

- Exceptional income potential

- Support for community involvement

- Flexibility and Independence

- An entrepreneurial environment

- Income Enhancement Program which provides the opportunity for a higher quarterly income for new, qualified financial consultants in their first 2 years.


Our client is one of Canada's leading personal financial services companies with a history that spans over 80 years. They are known for their personal approach to financial planning, culture of coaching, mentorship, training, development and support for their Financial Consultants. They offer a competitive compensation and benefits package to their Financial Consultants.

Our client has been rated the #1 Full Service Dealer in the financial planning industry since 2008.


This is a 100% commission position and pays up to 3.5% commission. Therefore, if you build a book of business to $4 Million investment assets, you would earn $125,000 commission from insurance products trailers. Ability to work from home 3 days per week.

Ability to work from home 3 days per week.

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