Financial Planner -henderson Location

TD Bank

Winnipeg, Manitoba, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Relationship management and business development
Holistic goals discovery approach
Client relationship building
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients

Job Summary

  • TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
  • With a focus on relationship management, advice and business development, you will identify client's life and financial goals, provide comprehensive reviews and build long-term relationships.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development defining features of the colleague experience.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Relationship management and business development
  • Holistic goals discovery approach
  • Client relationship building
  • Risk management and control
  • Provide personalized advice

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative work environment
  • Continuous improvement mindset
  • Passion for financial planning

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