Financial Planner - Leamington

TD Ameritrade

Leamington, Ontario, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
Not specified (assumed to be hybrid based on financial services industry norms).
Bachelor's degree preferred
3-5 years banking experience
Client relationship management
TD Ameritrade is seeking a Financial Planner in Leamington, Ontario, to empower clients through holistic financial planning and advice. The ideal candidate should have 3-5 years of experience in banking services, a passion for client relationships, and a commitment to obtaining financial planning certifications

Job Summary

  • This role focuses on empowering mass affluent clients through holistic financial planning and advice.
  • The position involves partnering with clients to understand life objectives and conducting in-depth financial reviews.
  • TD offers a competitive total rewards package including base salary, variable compensation, and comprehensive benefits.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Planner in Leamington, Ontario, to empower clients through holistic financial planning and advice. The ideal candidate should have 3-5 years of experience in banking services, a passion for client relationships, and a commitment to obtaining financial planning certifications.

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, retirement, paid time off

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Business development experience
  • Mentoring colleagues

Key Requirements

  • Willingness to obtain RR licensing
  • Commitment to CFP designation within 3 years
  • University degree or equivalent work experience

Work Rights

Not specified

Tailored Resume

Cover Letter