Financial Planner - Sarnia

TD Bank

Sarnia, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: eligibl...
Holistic financial planning
Client relationship management
Investment advice
Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions

Job Summary

  • Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions.
  • Build strong client relationships, deliver expert advice, and drive business growth by understanding life and financial objectives and providing ongoing support.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and career development opportunities.

Matching Summary

Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Investment advice
  • Risk management and control
  • Service excellence

Nice-to-have

  • Entrepreneurial mindset
  • Business development
  • High-value sales
  • Mentoring colleagues
  • Positive workplace culture

Key Requirements

  • 3-5 years of banking experience
  • Registered Representative (RR) licensing
  • Certified Financial Planner (CFP) designation

Work Rights

Not specified

Tailored Resume

Cover Letter