Financial Planner

TD Bank

Edmonton, Alberta, Canada
Base: $60,000 - $70,000 cad; bonus/equity: eligibl...
Relationship management
Business development
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 your client's life and financial goals, provide comprehensive reviews and build long-term relationships.
  • Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

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

Base: $60,000 - $70,000 CAD; Bonus/Equity: eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Relationship management
  • Business development
  • Client relationship building
  • Financial planning expertise
  • Risk management and control

Nice-to-have

  • Entrepreneurial spirit
  • High value sales experience
  • Collaborative work environment
  • Service-oriented work environment
  • Mentorship and direction

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