TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients
Job Summary
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
With a focus on relationship management, advice and business development, you will identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.
Matching Summary
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
Salary
Base: $70,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified
Skills & Requirements
Must-have
Holistic goals discovery approach
Comprehensive financial planning
Relationship management and business development
Risk management and control
Serve clients in the community
Nice-to-have
Entrepreneurial spirit for networking
High value sales experience
Deep industry understanding
Collaborative and independent work style
Key Requirements
Financial planner diploma from IPF
Registered Representative (RR) licensing with CIRO