Financial Planner

TD

Markham, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Holistic financial planning
Client relationship management
Data-driven insights
Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance

Job Summary

  • Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.
  • Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial business model
  • Passion for empowering clients
  • Collaborative and supportive environment
  • Continuous improvement initiatives

Key Requirements

  • 3-5 years banking services experience
  • Registered Representative (RR) licensing
  • Certified Financial Planner (CFP) designation
  • Bachelor’s degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter