This role focuses on empowering mass affluent clients through comprehensive financial planning and advice to help them achieve their financial goals
Job Summary
This role focuses on empowering mass affluent clients through comprehensive financial planning and advice to help them achieve their financial goals.
TD offers growth opportunities, skill development, and a Total Rewards package including base salary, variable compensation, health benefits, and career development programs.
The company fosters a positive, service-oriented workplace culture with ongoing training, mentorship, and support to help colleagues succeed.
Matching Summary
This role focuses on empowering mass affluent clients through comprehensive financial planning and advice to help them achieve their financial goals.
Salary
Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Holistic financial planning
Client relationship management
Data-driven financial analysis
Business development and networking
Risk management and control
Team collaboration and service excellence
Nice-to-have
Mentoring and guiding colleagues
Entrepreneurial mindset
Knowledge of economic trends
Exceptional interpersonal skills
Strong communication skills
Key Requirements
Bachelor’s degree preferred
3–5 years banking services experience preferred
Registered Representative (RR) licensing with CIRO willingness
Commitment to obtain Certified Financial Planner (CFP) designation within 3 years
CFP eligibility via degree or qualifying experience