Base: 70,000 cad; bonus/equity: commission based e...
Financial planning expertise
Relationship management skills
Bilingualism in english and french
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.
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.
We provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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: 70,000 CAD; Bonus/Equity: Commission based earnings eligible; 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
Financial planning expertise
Relationship management skills
Bilingualism in English and French
Business development experience
Risk management culture
Client-focused service delivery
Nice-to-have
Entrepreneurial spirit
Strong communication skills
Mentorship and team support
Knowledge of industry trends
Collaborative and independent work style
Key Requirements
Financial planner diploma from Institute of Financial Planning
Canadian Securities Course (CSC) or CFA Level 1
3 to 5 years of banking experience
Bilingual in English and French
CIRO license preferred (required within 90 days)
Complete Conduct & Practices Handbook within 90 days
Complete Wealth Management Essentials within 30 months