$60,000 - $70,000 cad; commission based earnings; ...
Relationship management
Business development
Client goal identification
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 as 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
Business development
Client goal identification
Financial advice delivery
Risk management culture
Nice-to-have
Entrepreneurial spirit
Holistic goals discovery approach
Award-winning teams
Service-oriented work environment
Key Requirements
3-5 years financial services experience
Canadian Securities Course (CSC) or CFA Level 1 required
Complete CPH within 90 days
CIRO Registered Representative (RR) license within 90 days