Financial Planner - Bridgewater

TD Bank

Bridgewater, Nova Scotia, Canada
$60,000 - $70,000 cad; eligible for commission; no...
Holistic financial planning
Client relationship management
Data-driven insights
Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions

Job Summary

  • Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions.
  • Build strong client relationships, deliver expert advice, and drive business growth by understanding life and financial objectives and providing ongoing support.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a Total Rewards package supporting well-being goals.

Matching Summary

Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions.

Salary

$60,000 - $70,000 CAD; Eligible for commission; Not specified

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Data-driven insights
  • Service excellence
  • Risk management culture

Nice-to-have

  • Entrepreneurial mindset
  • Business development
  • High-value sales
  • Mentoring colleagues
  • Positive workplace contribution

Key Requirements

  • 3-5 years banking experience
  • Obtain RR licensing with CIRO
  • Achieve CFP designation within 3 years
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter