Financial Planner - Cornwall, On

TD Bank

Cornwall, Canada
Base: $60,000 - $70,000 cad; bonus/equity: eligibl...
Not specified (assumed hybrid or onsite given the location)
Holistic financial planning
Client relationship management
Data-driven recommendations
TD Bank is seeking a Financial Planner in Cornwall, Ontario, to empower mass affluent clients through comprehensive financial planning and advice. The role emphasizes building strong client relationships, delivering expert guidance, and fostering a culture of continuous improvement and collaboration

Job Summary

  • Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact and supporting them in achieving their financial ambitions.
  • Build strong client relationships, deliver expert advice, and drive business growth by understanding client objectives, conducting financial reviews, and providing ongoing support.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and benefits.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner in Cornwall, Ontario, to empower mass affluent clients through comprehensive financial planning and advice. The role emphasizes building strong client relationships, delivering expert guidance, and fostering a culture of continuous improvement and collaboration.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Data-driven recommendations
  • Continuous improvement initiatives
  • Risk management and control

Nice-to-have

  • Entrepreneurial mindset
  • Business development experience
  • High-value sales experience
  • Mentoring and guiding colleagues

Key Requirements

  • 3-5 years of banking services experience
  • Registered Representative (RR) licensing
  • Certified Financial Planner (CFP) designation

Work Rights

Not specified

Tailored Resume

Cover Letter