Financial Planner - Quispamsis

TD

Quispamsis, New Brunswick, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
Bachelor's degree preferred
3-5 years banking experience
Client relationship management
This role offers a unique entrepreneurial business model with the opportunity to build a client portfolio from the ground up

Job Summary

  • This role offers a unique entrepreneurial business model with the opportunity to build a client portfolio from the ground up.
  • Compensation includes a guaranteed base salary for the first four years plus commission-based earnings and competitive benefits.
  • The position requires a commitment to achieving the Certified Financial Planner (CFP) designation within the first three years.

Matching Summary

This role offers a unique entrepreneurial business model with the opportunity to build a client portfolio from the ground up.

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Competitive benefits package included

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 3-5 years banking experience
  • Client relationship management
  • Investment advice delivery
  • Business development drive

Nice-to-have

  • Entrepreneurial mindset
  • Mentoring colleagues
  • Data-driven insights usage
  • Risk management culture
  • Collaborative team environment

Key Requirements

  • Bachelor's degree preferred
  • 3-5 years in banking services
  • Willingness to obtain RR licensing
  • Commitment to CFP designation
  • University degree or qualifying work experience

Work Rights

Not specified

Tailored Resume

Cover Letter