Financial Planner - Lindsay, On

TD

Lindsay, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Financial planning and advice
Client relationship management
Data-driven financial analysis
Join TD as a Financial Planner to empower clients through holistic financial planning and help them achieve their financial goals

Job Summary

  • Join TD as a Financial Planner to empower clients through holistic financial planning and help them achieve their financial goals.
  • The role involves partnering with clients, leveraging data insights, collaborating with teams, and maintaining a strong culture of risk management.
  • TD offers competitive compensation, career development opportunities, comprehensive benefits, and a supportive, inclusive workplace culture.

Matching Summary

Join TD as a Financial Planner to empower clients through holistic financial planning and help them achieve their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Data-driven financial analysis
  • Business development and networking
  • Risk management and control

Nice-to-have

  • Mentoring and team collaboration
  • Continuous improvement initiatives
  • Knowledge of industry trends
  • Excellent communication skills
  • Entrepreneurial mindset

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 via degree or qualifying experience

Work Rights

Not specified

Tailored Resume

Cover Letter