Financial Planner - Mount Forest & Listowel

TD Bank

Mount Forest, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
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Bachelor's degree preferred
3-5 years banking experience
Client relationship management
** TD Bank is seeking a Financial Planner in Mount Forest, Ontario, dedicated to empowering clients through holistic financial planning and advice. The ideal candidate will have a background in banking services, strong client relationship skills, and a commitment to achieving professional certifications. **

Job Summary

  • This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.
  • The position involves partnering with clients to understand life objectives, conducting in-depth reviews, and fostering long-term connections.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Planner in Mount Forest, Ontario, dedicated to empowering clients through holistic financial planning and advice. The ideal candidate will have a background in banking services, strong client relationship skills, and a commitment to achieving professional certifications. **

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Business development experience
  • High-value sales background

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter