Financial Planner - Bridgewater

TD

Bridgewater, Nova Scotia, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Client relationship management
Financial planning expertise
Data-driven financial analysis
Join a forward-thinking team focused on empowering clients through holistic financial planning and advice to help them achieve their financial goals

Job Summary

  • Join a forward-thinking team focused on empowering clients through holistic financial planning and advice to help them achieve their financial goals.
  • TD offers growth opportunities, skill development, and a comprehensive Total Rewards package including base salary, variable compensation, benefits, and career development programs.
  • The role emphasizes continuous improvement, risk management, and fostering a positive, service-oriented workplace culture.

Matching Summary

Join a forward-thinking team focused on empowering clients through holistic financial planning and advice to help them achieve their financial goals.

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 planning expertise
  • Data-driven financial analysis
  • Risk management and control
  • Business development and networking

Nice-to-have

  • Mentoring and colleague guidance
  • Team collaboration and service excellence
  • Adaptability to industry trends
  • Strong communication skills
  • Entrepreneurial mindset

Key Requirements

  • Bachelor’s degree preferred
  • 3–5 years banking services experience
  • Registered Representative (RR) licensing willingness
  • Commitment to Certified Financial Planner (CFP) designation
  • CFP eligibility via degree or qualifying experience

Work Rights

Not specified

Tailored Resume

Cover Letter