Financial Planner

TD Bank

Moncton, New Brunswick, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Holistic financial planning
Client relationship management
Data-driven insights
Empower mass affluent clients through holistic financial planning and advice, helping them achieve their financial ambitions

Job Summary

  • Empower mass affluent clients through holistic financial planning and advice, helping them achieve their financial ambitions.
  • Build strong client relationships, deliver expert advice, and drive business growth within a unique entrepreneurial business model.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development for all colleagues.

Matching Summary

Empower mass affluent clients through holistic financial planning and advice, helping them achieve their financial ambitions.

Salary

$60,000 - $70,000 CAD; commission based earnings; competitive benefits

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Data-driven insights
  • Risk management and control
  • Service excellence

Nice-to-have

  • Entrepreneurial business model
  • Positive, service-oriented workplace
  • Collaborative and supportive environment
  • Passion for financial planning

Key Requirements

  • 3-5 years banking services experience
  • Registered Representative (RR) licensing
  • Certified Financial Planner (CFP) designation
  • Bachelor’s degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter