Financial Planner - Oakridge

TD Ameritrade

Vancouver, British Columbia, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
The role involves identifying client life and financial goals to provide comprehensive reviews and build long-term relationships

Job Summary

  • The role involves identifying client life and financial goals to provide comprehensive reviews and build long-term relationships.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, and career development programs.
  • Candidates are expected to contribute to team goals while maintaining a culture of risk management and continuous improvement.

Matching Summary

The role involves identifying client life and financial goals to provide comprehensive reviews and build long-term relationships.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings available; Benefits: Health, well-being, retirement, paid time off

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Client relationship management skills
  • Business development and networking
  • Risk management and control culture

Nice-to-have

  • Entrepreneurial spirit for growth
  • Mentorship and team leadership
  • Passion for helping clients achieve goals

Key Requirements

  • 3-5 years in financial services industry
  • CIRO Registered Representative license within 120 days
  • Achieve CFP designation within 3 years
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter