Financial Planner - New Glasgow

TD Bank

New Glasgow, Nova Scotia, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Onsite
Bachelor's degree preferred
3-5 years banking experience
Client relationship management
TD Bank is seeking a Financial Planner for their New Glasgow, Nova Scotia location, aiming to empower clients through holistic financial planning. The role focuses on building client relationships, delivering expert advice, and driving business growth, with a compensation range of $60,000 - $70,000 CAD, plus commission opportunities

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 career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner for their New Glasgow, Nova Scotia location, aiming to empower clients through holistic financial planning. The role focuses on building client relationships, delivering expert advice, and driving business growth, with a compensation range of $60,000 - $70,000 CAD, plus commission opportunities.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Health, well-being, savings, retirement programs

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Mentoring colleagues
  • Risk management culture
  • Continuous improvement focus
  • Collaborative team environment

Key Requirements

  • Registered Representative (RR) licensing or willingness to obtain
  • Certified Financial Planner (CFP) designation within 3 years
  • University degree or equivalent work experience
  • Canadian Investment Regulatory Organization compliance

Work Rights

Not specified

Tailored Resume

Cover Letter