Financial Planner - Hollick Kenyon

TD Ameritrade

Edmonton, Alberta, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Not specified (assumed office-based)
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
TD Ameritrade is seeking a Financial Planner in Edmonton, Alberta, to provide comprehensive financial advice and relationship management to mass affluent clients. The ideal candidate will have experience in the financial services industry, strong communication skills, and a passion for helping clients achieve their financial goals

Job Summary

  • The role focuses on providing sophisticated, holistic wealth planning and protection to mass affluent clients.
  • TD offers a competitive total rewards package including base salary, variable compensation, and extensive benefits.
  • Employees are expected to build long-term relationships while contributing to team goals and continuous improvement.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Planner in Edmonton, Alberta, to provide comprehensive financial advice and relationship management to mass affluent clients. The ideal candidate will have experience in the financial services industry, strong communication skills, and a passion for helping clients achieve their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Client relationship management skills
  • Business development and networking
  • Risk management and control culture

Nice-to-have

  • Entrepreneurial spirit for prospecting
  • Mentorship and team collaboration
  • Passion for helping clients achieve goals

Key Requirements

  • 3-5 years in financial services managing client relationships
  • CIRO Registered Representative license within 120 days
  • Achieve CFP designation within 3 years
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter