Financial Planner - Kingston

TD Bank

Kingston, Canada
$60,000 - $70,000 cad; eligible for commission bas...
Holistic financial planning
Client relationship management
Business development
Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance

Job Summary

  • Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering 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, policies, and practices.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.

Salary

$60,000 - $70,000 CAD; Eligible for commission based earnings; Not specified

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Business development
  • High-value sales
  • Risk management and control

Nice-to-have

  • Entrepreneurial mindset
  • Service excellence
  • Continuous improvement initiatives
  • Positive, service-oriented workplace

Key Requirements

  • 3-5 years banking services experience
  • Obtain Registered Representative (RR) licensing
  • Achieve Certified Financial Planner (CFP) designation

Work Rights

Not specified

Tailored Resume

Cover Letter