Financial Planner – Hamilton, Ontario, Canada

Join our team as a Financial Planner. Empower mass‑affluent clients with holistic financial planning and advice, building relationships and driving business growth.

Compensation & Benefits

Base salary $60,000 – $70,000 CAD. Commission‑based with a guaranteed base for the first four years. Competitive benefits include health, retirement plans, paid leave, banking discounts, and development programs.

Responsibilities

• Partner with clients to understand their life and financial objectives, conduct in‑depth financial reviews, and foster long‑term connections through ongoing support and guidance.
• Leverage data‑driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs.
• Collaborate with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service ...