Financial Planner - Halifax

TD

Halifax, Nova Scotia, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
Bachelor's degree preferred
3-5 years banking experience
Client relationship management
This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals

Job Summary

  • This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.
  • The position requires partnering with clients to understand life objectives, conducting in-depth reviews, and leveraging data-driven insights for recommendations.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, well-being, savings, retirement programs

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 3-5 years banking experience
  • Client relationship management
  • Investment advice delivery

Nice-to-have

  • Entrepreneurial mindset
  • Business development skills
  • Mentoring colleagues
  • Continuous improvement focus

Key Requirements

  • Bachelor's degree preferred
  • 3-5 years experience in banking services
  • Willingness to obtain RR licensing
  • Commitment to CFP designation within 3 years

Work Rights

Not specified

Tailored Resume

Cover Letter