Financial Planner - Peterborough

TD Bank

Peterborough, Canada
Base: $60,000 - $70,000 cad; bonus/equity: eligibl...
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Holistic financial planning
Client relationship management
Business development and sales
** 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. **

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

** 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. **

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
  • Business development and sales

Nice-to-have

  • Entrepreneurial mindset
  • Industry best practices
  • Positive service-oriented workplace

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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