Financial Planner - Yorkton

TD

Yorkton, Saskatchewan, Canada
Base: $60,000 - $70,000 cad; bonus/equity: not spe...
Comprehensive financial planning expertise
Client relationship management
Business development and prospecting
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.
  • The Financial Planning team focuses on relationship management, advice, and business development to help clients meet their financial goals and objectives.
  • TD offers growth opportunities, skill development, a comprehensive Total Rewards package, and a supportive culture committed to colleague success.

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

Base: $60,000 - $70,000 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, reward and recognition programs

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Client relationship management
  • Business development and prospecting
  • Financial analysis and reporting
  • Risk management and control culture

Nice-to-have

  • Entrepreneurial spirit
  • Strong communication skills
  • Collaborative and independent work ability
  • Mentorship and team support
  • Passion for financial planning

Key Requirements

  • University Degree preferred
  • 3-5 years financial services experience preferred
  • Canadian Securities Course (CSC) or CFA Level 1 required before start
  • Complete Conduct & Practices Handbook within 90 days
  • CIRO Registered Representative license within 90 days
  • Complete Wealth Management Essentials within 30 months
  • Achieve Certified Financial Planner designation within 3 years
  • CFP eligibility requirements met

Work Rights

Not specified

Tailored Resume

Cover Letter