Financial Planner - Charlottetown, Pei

TD

Charlottetown, Prince Edward Island, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Holistic financial planning
Client relationship management
Data-driven financial analysis
Join a leading global financial institution committed to enriching the lives of customers, communities, and colleagues through exceptional service and innovation

Job Summary

  • Join a leading global financial institution committed to enriching the lives of customers, communities, and colleagues through exceptional service and innovation.
  • This role offers growth opportunities, skill development, and a comprehensive Total Rewards package including base salary, variable compensation, health benefits, and career development programs.
  • You will partner with clients to understand their financial goals, provide tailored advice, and contribute to a positive, service-oriented workplace culture.

Matching Summary

Join a leading global financial institution committed to enriching the lives of customers, communities, and colleagues through exceptional service and innovation.

Salary

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

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Data-driven financial analysis
  • Business development and networking
  • Risk management and control
  • Team collaboration and service excellence

Nice-to-have

  • Mentoring and guiding colleagues
  • Continuous improvement initiatives
  • Strong communication skills
  • Entrepreneurial mindset
  • Industry trend awareness

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