Associate- Don Daniels Branford Ancaster

As an Associate, you will be a fundamental affiliate of the Daniels Group, a Financial Planning and Wealth Management team based in Brantford/Ancaster and the surrounding areas. We are a diverse, vibrant, driven, and award-winning financial planning team. In 2022, our practice was honoured with the Financial Planner of the Year Award for Financial Planning Excellence.

Within our practice, your professional and personal aspirations will surely be met. We want for your entrepreneurial and creative mind-set to thrive. We know you already inspire your clients, and we want you to bring that energy and enthusiasm for financial planning to our team. We have an impeccable training curriculum and employ cutting-edge financial planning tools. We want excellence and abundance for you as you shine in client acquisition and asset accumulation.             

If you are currently with a firm and manage a book of clients but do not see bigger possibilities for you or your family, reach out to us. We promise career flexibility, unlimited income potential, and a fun, professional work environment. Our compensation program and opportunity for equity ownership are certain to provide a fulsome lifestyle and powerful legacy for you and your loved ones. 

Ideal week:

• Focus on prospecting, client acquisition and asset transfers into the firm.
• Run advanced financial planning discovery, analysis, and implementation of solutions
• Collaborate with seasoned local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving client financial legacy
• Building high-performing, tax-efficient, fee-transparent investment portfolios
• Utilizing our in-house administrative team to carefully onboard new clients
• Engage with centres of influence to attract high net worth client referrals
• Be involved in the community to raise financial planning awareness and to give back

Ideal candidate:

• Minimum of 3-5 years of experience in the financial services industry
• Completed industry licensing – MFDA
• Life License Qualification Program (LLQP) or willing to obtain
• A financial planning designation considered an asset
• Proven track record for sparking new relationships and bringing on high value clients
• This opportunity is well-suited for an advisor with existing relationships looking to transfer to a financial planning firm

Compensation:

• Combination of a fixed earnings amount and performance incentives
• Expected earnings range of $60,000 per year based on education/experience
• Opportunity for equity ownership in the practice