Financial Planner - Charlottetown, Pei

TD Bank

Charlottetown, Prince Edward Island, Canada
$60,000 - $70,000 cad; commission based earnings; ...
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; commission based earnings; Not specified

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Business development
  • Risk management culture
  • Service excellence

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team environment
  • Continuous improvement initiatives
  • Mentoring and guiding colleagues

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter