Financial Planner - Woodstock

TD

Woodstock, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Financial planning and advice
Client relationship management
Data-driven financial analysis
Join a team focused on empowering clients through expert financial planning and advice to help them achieve their financial goals

Job Summary

  • Join a team focused on empowering clients through expert financial planning and advice to help them achieve their financial goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, and career development opportunities.
  • The company fosters a respectful, diverse workplace with ongoing training, mentoring, and a commitment to colleague success and growth.

Matching Summary

Join a team focused on empowering clients through expert financial planning and advice to help them achieve their financial goals.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, savings, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Data-driven financial analysis
  • Risk management and control
  • Team collaboration and service excellence

Nice-to-have

  • Entrepreneurial mindset
  • Business development experience
  • Mentoring and guiding colleagues
  • Knowledge of industry trends
  • Excellent communication skills

Key Requirements

  • Bachelor’s degree preferred
  • 3–5 years banking services experience
  • Registered Representative (RR) licensing with CIRO
  • Commitment to Certified Financial Planner (CFP) designation
  • CFP eligibility through degree or qualifying experience

Work Rights

Not specified

Tailored Resume

Cover Letter