Financial Planner - New Glasgow

TD Ameritrade

New Glasgow, Nova Scotia, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
Not specified
Bachelor's degree preferred
3-5 years banking services experience
Client relationship management skills
TD Ameritrade is seeking a Financial Planner in New Glasgow, Nova Scotia, to empower clients through holistic financial planning and advice. This role requires building strong client relationships and driving business growth, with a competitive salary and opportunities for professional development

Job Summary

  • This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.
  • The position requires partnering with clients to understand life objectives, conducting in-depth reviews, and fostering long-term connections.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Planner in New Glasgow, Nova Scotia, to empower clients through holistic financial planning and advice. This role requires building strong client relationships and driving business growth, with a competitive salary and opportunities for professional development.

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, savings, retirement programs included

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 3-5 years banking services experience
  • Client relationship management skills
  • Investment advice delivery
  • Business development drive

Nice-to-have

  • Entrepreneurial mindset
  • Mentoring and guiding colleagues
  • Continuous improvement initiatives
  • Collaborative team environment
  • Risk management culture

Key Requirements

  • Willingness to obtain RR licensing with CIRO
  • Commitment to achieving CFP designation within 3 years
  • University Degree OR qualifying work experience
  • 3-5 years experience in banking services

Work Rights

Not specified

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