This role involves building and growing your own client portfolio through proactive business development while delivering holistic financial planning advice
Job Summary
This role involves building and growing your own client portfolio through proactive business development while delivering holistic financial planning advice.
TD offers a Total Rewards package including base salary, variable compensation, health benefits, savings programs, and career development opportunities.
Candidates are expected to commit to earning their Certified Financial Planner (CFP) designation within their first three years of employment.
Matching Summary
This role involves building and growing your own client portfolio through proactive business development while delivering holistic financial planning advice.
Salary
Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, well-being, retirement, paid time off
Skills & Requirements
Must-have
Build and grow client portfolio
Proactive business development
Deliver holistic financial planning advice
Use data and tech tools for analysis
Maintain risk management protocols
Nice-to-have
Genuinely care about client goals
Passion for investments and markets
Entrepreneurial networking mindset
Outstanding problem-solving abilities
Collaborative team culture fit
Key Requirements
Bachelor's degree preferred
3-5 years banking or financial services experience
Complete Canadian Investment Regulatory Exam (CIRE)