Financial Planner - Hollick Kenyon

TD

Edmonton, Alberta, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
The role focuses on providing sophisticated and holistic wealth planning to help clients set and achieve their financial goals

Job Summary

  • The role focuses on providing sophisticated and holistic wealth planning to help clients set and achieve their financial goals.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.
  • Candidates are expected to build long-term relationships through personalized advice while contributing to team goals and continuous improvement.

Matching Summary

The role focuses on providing sophisticated and holistic wealth planning to help clients set and achieve their financial goals.

Salary

Base: $60,000 - $70,000 CAD; Variable: 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 Certified Financial Planner designation within 3 years
  • University degree or equivalent qualifying work experience

Work Rights

Not specified

Tailored Resume

Cover Letter