Financial Planner

TD Bank

Toronto, Ontario, Canada
$60,000 - $70,000 cad; commission based earnings; ...
On-site
Holistic financial planning
Client relationship management
Business development
Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance

Job Summary

  • Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.
  • Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
  • This role offers a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up, with compensation being commission-based, and a guaranteed base salary during the first four years.

Matching Summary

Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.

Salary

$60,000 - $70,000 CAD; Commission based earnings; Competitive benefits

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Business development
  • Risk management and control

Nice-to-have

  • Entrepreneurial business model
  • Service excellence
  • Collaborative environment

Key Requirements

  • 3-5 years of banking services experience
  • Registered Representative (RR) licensing
  • Certified Financial Planner (CFP) designation

Work Rights

Not specified

Tailored Resume

Cover Letter