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TD Bank is seeking a Financial Planner for their Peterborough location, focused on empowering mass affluent clients through holistic financial planning. The role requires building strong client relationships, delivering expert advice, and driving business growth, with a commitment to continuous improvement and collaboration.
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Job Summary
Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.
Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.
Matching Summary
Match Score: 75
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TD Bank is seeking a Financial Planner for their Peterborough location, focused on empowering mass affluent clients through holistic financial planning. The role requires building strong client relationships, delivering expert advice, and driving business growth, with a commitment to continuous improvement and collaboration.
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Salary
Base: $60,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified