Financial Planner - Windsor, On

TD

Windsor, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Financial planning expertise
Client relationship management
Data-driven financial analysis
Join a team focused on empowering clients through holistic financial planning and advice to help them achieve their financial goals

Job Summary

  • Join a team focused on empowering clients through holistic financial planning and advice to help them achieve their financial goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.
  • The company fosters a respectful workplace with diverse perspectives, fair growth opportunities, and supports colleague success through training, mentoring, and development programs.

Matching Summary

Join a team focused on empowering clients through holistic financial planning and advice to help them achieve their financial goals.

Salary

Base: $60,000 - $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

Skills & Requirements

Must-have

  • Financial planning expertise
  • Client relationship management
  • Data-driven financial analysis
  • Risk management and control
  • Business development and networking

Nice-to-have

  • Mentoring and team collaboration
  • Strong communication skills
  • Entrepreneurial mindset
  • Continuous improvement initiatives
  • Industry trend awareness

Key Requirements

  • Bachelor’s degree preferred
  • 3–5 years banking services experience preferred
  • Registered Representative (RR) licensing with CIRO willingness
  • Commitment to Certified Financial Planner (CFP) designation
  • CFP eligibility via degree or qualifying experience

Work Rights

Not specified

Tailored Resume

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