Planner Opportunities
Toronto
2 Sheppard Avenue East
Suite 205
Toronto, Ontario
M2N 5Y7
(416) 733-3292 x 221

Oakville
146 Lakeshore Road East
Suite 200
Oakville, Ontario
L6J 1H4
(905) 901-3429

Planner Opportunities

Financial planning as it was meant to be.

We are looking for financial planners who want to work in an environment where they can provide the best solutions to their clients - and will be rewarded for doing what’s right for the client, not for selling specific products.

We offer a variety of discretionary investment management solutions, life insurance, estate planning and some of the best rates available on mortgages, lending and savings accounts.

The focus is on the client. We will assist you in finding clients through our various client prospecting initiatives so that you can focus on what you do best, financial planning. This combined with an efficient model, also designed to reduce the admin burden, will go a long way in ensuring a great working environment at TriDelta Financial unlike the typical bureaucratic and admin intensive bank roles.

Compensation is by base salary, with a variable component comprising commission, bonus and equity. Our ability to sell insurance also provides a significant additional income source for planners not currently an option at Canadian banks.

Qualifications:
  • CFP ® Designation
  • 5+ years client relationship management
  • Outstanding commitment to client service
  • Ability to speak a language in addition to English is an asset
To apply please contact Anton Tucker by phone at (905) 901-3429 or by e-mail at anton@tridelta.ca.

Euromoney Super Affluent Ranking

Euromoney magazine has recognized a number of National and International firms in its ranking of Canadian providers to the Super Affluent (US$500,000 to US$1 million), but only one private, independent firm made the 'best of' list. That company was TriDelta Financial.

Euromoney is one of the most well respected financial periodicals in the world and is an authority on trends and developments in international banking and capital markets. TriDelta was recognized for our unique structure and client value. Our approach of combining the best of investment management, mortgages, insurance, retirement planning, estate planning and tax planning, and wrapping it around a Certified Financial Planner, is unique in the marketplace.

Our Euromoney ranking is further recognition - along with media attention from the Globe and Mail, National Post and Toronto Star - that TriDelta Financial is doing something special.

If you want to learn more about our company, please contact us for a confidential discussion.

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