The role focuses on providing sophisticated and holistic financial planning to help mass affluent clients meet their life and financial goals
Job Summary
The role focuses on providing sophisticated and holistic financial planning to help mass affluent clients meet their life and financial goals.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.
Candidates are expected to build long-term client relationships through personalized advice, ongoing service, and continuous business development.
Matching Summary
The role focuses on providing sophisticated and holistic financial planning to help mass affluent clients meet their life and financial goals.
Salary
Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, well-being, retirement programs included
Skills & Requirements
Must-have
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
Risk management and control culture
Nice-to-have
Entrepreneurial spirit for prospecting
Mentorship and team collaboration
Passion for helping clients achieve goals
Key Requirements
3-5 years in financial services managing client relationships
CIRO Registered Representative license within 120 days
Achieve Certified Financial Planner designation within 3 years
University degree or equivalent qualifying work experience