Financial Planner - Swift Current, Sk

TD

Swift Current, Saskatchewan, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Comprehensive financial planning expertise
Client relationship management
Business development and prospecting
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.
  • The Financial Planning team focuses on relationship management, advice, and business development to help clients meet their financial goals and objectives.
  • TD offers growth opportunities, skill development, and a Total Rewards package including base salary, variable compensation, benefits, and career development programs.

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: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, savings, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Client relationship management
  • Business development and prospecting
  • Financial analysis and reporting
  • Risk management and control
  • Knowledge of industry and regulatory environment

Nice-to-have

  • Entrepreneurial spirit
  • Strong communication skills
  • Team collaboration and mentorship
  • Problem-solving skills
  • Customer service orientation

Key Requirements

  • University Degree preferred
  • 3 to 5 years financial services experience preferred
  • Canadian Securities Course (CSC) or CFA Level 1 required before start
  • Complete Conduct & Practices Handbook within 90 days
  • CIRO Registered Representative license within 90 days
  • Complete Wealth Management Essentials within 30 months
  • Achieve Certified Financial Planner designation within 3 years
  • CFP eligibility via degree or qualifying experience

Work Rights

Not specified

Tailored Resume

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