Financial Planner - Market Mall

TD Bank

Calgary, Alberta, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Relationship management and business development
Comprehensive financial planning expertise
Client relationship building skills
TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection

Job Summary

  • TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection.
  • The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience, driving business success, new business, and client loyalty.
  • TD offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, and career development opportunities.

Matching Summary

TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection.

Salary

$60,000 - $70,000 CAD; commission based earnings; Not specified

Skills & Requirements

Must-have

  • Relationship management and business development
  • Comprehensive financial planning expertise
  • Client relationship building skills
  • Industry and market knowledge
  • Risk management and control

Nice-to-have

  • Entrepreneurial spirit for prospecting
  • Collaborative and independent work style
  • Passion for client success
  • Mentorship and assistance provision

Key Requirements

  • 3-5 years financial services experience
  • CIRO Registered Representative (RR) license
  • Certified Financial Planner (CFP) designation
  • University Degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter