Financial Planner - Halifax

TD Ameritrade

Halifax, Nova Scotia, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
**
Bachelor's degree preferred
3-5 years banking services experience
Client relationship management skills
** TD Ameritrade is seeking a Financial Planner in Halifax, Nova Scotia, to help mass affluent clients achieve their financial goals. The ideal candidate should possess 3-5 years of experience in banking services, excellent interpersonal skills, and a commitment to obtaining the Certified Financial Planner (CFP) designation. The position offers a competitive salary, commission-based earnings, and a strong focus on professional development. **

Job Summary

  • This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.
  • The position requires partnering with clients to understand life objectives, conducting in-depth reviews, and fostering long-term connections.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Planner in Halifax, Nova Scotia, to help mass affluent clients achieve their financial goals. The ideal candidate should possess 3-5 years of experience in banking services, excellent interpersonal skills, and a commitment to obtaining the Certified Financial Planner (CFP) designation. The position offers a competitive salary, commission-based earnings, and a strong focus on professional development. **

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, savings, retirement programs included

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 3-5 years banking services experience
  • Client relationship management skills
  • Investment advice delivery
  • Business development drive

Nice-to-have

  • Entrepreneurial mindset
  • Mentoring and guiding colleagues
  • Data-driven insights analysis
  • Risk management culture adherence
  • Continuous improvement initiatives

Key Requirements

  • Willingness to obtain CIRO RR licensing
  • Commitment to CFP designation within 3 years
  • University degree or equivalent work experience
  • 3-5 years experience in banking services

Work Rights

Not specified

Tailored Resume

Cover Letter