Financial Planner

TD Bank

Toronto, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Holistic financial planning
Client relationship management
Data-driven insights analysis
This role offers a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up, with compensation being commission-based and a guaranteed base salary during the first four years

Job Summary

  • This role offers a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up, with compensation being commission-based and a guaranteed base salary during the first four years.
  • Responsibilities include partnering with clients to understand their objectives, conducting financial reviews, leveraging data-driven insights, and collaborating with your team to enhance the client experience.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a competitive benefits package to support colleague well-being.

Matching Summary

This role offers a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up, with compensation being commission-based and a guaranteed base salary during the first four years.

Salary

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

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Data-driven insights analysis
  • Risk management and control
  • Service excellence commitment

Nice-to-have

  • Entrepreneurial mindset
  • Passion for financial planning
  • Collaborative and supportive environment
  • Continuous improvement initiatives

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter