Financial Planner - Airdrie

TD

Airdrie, Alberta, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Comprehensive financial planning expertise
Client relationship management
Business development and prospecting
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients

Job Summary

  • TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
  • The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience that drives business success and client loyalty.
  • TD offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits, career development, and reward and recognition programs.

Matching Summary

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, retirement, paid time off, and other programs

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Client relationship management
  • Business development and prospecting
  • Financial advice for mass affluent clients
  • Risk management and control culture

Nice-to-have

  • Entrepreneurial spirit
  • Strong communication skills
  • Mentorship and team collaboration
  • Knowledge of economic market issues
  • Problem-solving skills

Key Requirements

  • 3 to 5 years financial services experience
  • CIRO Registered Representative license within 120 days
  • Certified Financial Planner designation within 3 years
  • University Degree or equivalent experience
  • CFP eligibility requirements met

Work Rights

Not specified

Tailored Resume

Cover Letter