This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their financial goals and aspirations
Job Summary
This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their financial goals and aspirations.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings programs, paid time off, and career development opportunities.
The company is committed to colleague growth with regular development conversations, training programs, mentoring, and a respectful workplace valuing diverse perspectives.
Matching Summary
This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their financial goals and aspirations.
Salary
Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, savings, retirement, paid time off, banking discounts
Skills & Requirements
Must-have
Client relationship management
Financial program analysis
Business development and networking
Risk management and control
Team collaboration and service excellence
Nice-to-have
Entrepreneurial mindset
Mentoring and guiding colleagues
Continuous improvement initiatives
Strong communication skills
Industry trend awareness
Key Requirements
Bachelor’s degree preferred
3–5 years banking services experience
Registered Representative (RR) licensing with CIRO