Financial Planner - Woodstock

TD Bank

Woodstock, Ontario, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
Building strong client relationships
Delivering expert financial advice
Conducting in-depth financial reviews
This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals

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 reviews, and leveraging data-driven insights for recommendations.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • building strong client relationships
  • delivering expert financial advice
  • conducting in-depth financial reviews
  • driving business growth and sales

Nice-to-have

  • entrepreneurial mindset for networking
  • mentoring and guiding colleagues
  • championing continuous improvement initiatives
  • staying informed on industry trends

Key Requirements

  • Bachelor's degree preferred
  • 3-5 years experience in banking services
  • Willingness to obtain RR licensing with CIRO
  • Commitment to achieving CFP designation within 3 years

Work Rights

Not specified

Tailored Resume

Cover Letter