Financial Planner - St. John's, Nl

TD Bank

St. John's, Newfoundland and Labrador, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Client relationship management
Holistic financial planning
Investment advice
Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance

Job Summary

  • Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering 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 being defining features of the colleague experience.

Matching Summary

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

Salary

$60,000 - $70,000 CAD; Commission based earnings; Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Client relationship management
  • Holistic financial planning
  • Investment advice
  • Business development
  • Risk management culture

Nice-to-have

  • Entrepreneurial mindset
  • Service excellence
  • Continuous improvement
  • Collaborative environment

Key Requirements

  • 3-5 years banking experience
  • Obtain RR licensing with CIRO
  • Achieve CFP designation within 3 years

Work Rights

Not specified

Tailored Resume

Cover Letter