Financial Planner - Lethbridge

The Dominion

Lethbridge, Alberta, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Comprehensive financial planning expertise
Relationship management skills
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 comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings programs, paid time off, career development, 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 and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Relationship management skills
  • Business development and prospecting
  • Knowledge of financial industry and regulations
  • Risk management and control culture
  • Client-focused service orientation

Nice-to-have

  • Entrepreneurial spirit
  • Strong communication skills
  • Problem-solving abilities
  • Mentorship and team support
  • Ability to work collaboratively and independently

Key Requirements

  • University Degree preferred
  • 3-5 years financial services experience preferred
  • CIRO Registered Representative license within 120 days
  • Certified Financial Planner designation within 3 years
  • CFP eligibility via degree or qualifying experience

Work Rights

Not specified

Tailored Resume

Cover Letter