Financial Planner

TD

Vaughan, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Holistic financial planning
Client relationship management
Financial advice delivery
Empower mass affluent clients through holistic financial planning and advice, supporting them in achieving their financial ambitions

Job Summary

  • Empower mass affluent clients through holistic financial planning and advice, supporting them in achieving their financial ambitions.
  • Build strong client relationships, deliver expert advice, and drive business growth within a unique entrepreneurial business model.
  • TD offers competitive benefits, growth opportunities, skill development, and a commitment to fair and equitable compensation.

Matching Summary

Empower mass affluent clients through holistic financial planning and advice, supporting them in achieving their financial ambitions.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Competitive benefits

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Financial advice delivery
  • Business growth driving
  • Risk management and control

Nice-to-have

  • Entrepreneurial business model
  • Service excellence commitment
  • Continuous improvement champion
  • Collaborative and supportive environment
  • Positive service-oriented workplace

Key Requirements

  • 3-5 years banking services experience
  • Registered Representative (RR) licensing
  • Certified Financial Planner (CFP) designation
  • Bachelor’s degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter