Financial Planner

TD Bank

Ajax, Ontario, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Holistic financial planning
Client relationship management
Investment advice
Empower mass affluent clients through holistic financial planning and advice, supporting them in achieving their financial ambitions

Job Summary

  • Empower mass affluent clients through holistic financial planning and advice, supporting them in achieving their financial ambitions.
  • Build strong client relationships, deliver expert advice, and drive business growth within a unique entrepreneurial business model.
  • TD offers a competitive total rewards package including base salary, variable compensation, health and well-being benefits, and career development opportunities.

Matching Summary

Empower mass affluent clients through holistic financial planning and advice, supporting them in achieving their financial ambitions.

Salary

$60,000 - $70,000 CAD; Commission based earnings; Competitive benefits

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Investment advice
  • Risk management and control
  • Business development and sales

Nice-to-have

  • Entrepreneurial mindset
  • Passion for financial planning
  • Team collaboration
  • Continuous improvement initiatives

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter