Financial Planner - Granville Street

TD Bank

Vancouver, British Columbia, Canada
Base: $60,000 - $70,000 cad; bonus/equity: eligibl...
Comprehensive financial planning expertise
Mass affluent client relationship management
Business development and networking skills
The role focuses on providing sophisticated, holistic wealth planning and personalized advice to mass affluent clients

Job Summary

  • The role focuses on providing sophisticated, holistic wealth planning and personalized advice to mass affluent clients.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.
  • Success in this position requires building long-term client relationships while actively pursuing business development opportunities through networking.

Matching Summary

The role focuses on providing sophisticated, holistic wealth planning and personalized advice to mass affluent clients.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Health, well-being, savings, retirement, paid time off

Skills & Requirements

Must-have

  • comprehensive financial planning expertise
  • mass affluent client relationship management
  • business development and networking skills
  • risk management and control culture
  • client goals discovery approach

Nice-to-have

  • entrepreneurial spirit for prospecting
  • mentorship and team collaboration
  • passion for helping clients succeed
  • continuous improvement mindset
  • award-winning high-performing team culture

Key Requirements

  • 3-5 years financial services experience
  • CIRO Registered Representative license within 120 days
  • Achieve CFP designation within 3 years
  • University degree preferred
  • High value sales experience

Work Rights

Not specified

Tailored Resume

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