Financial Planner

TD Bank

Cambridge, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Holistic financial planning
Client relationship management
Investment advice
Empower mass affluent clients through holistic financial planning and advice, helping them achieve their financial ambitions

Job Summary

  • Empower mass affluent clients through holistic financial planning and advice, helping them achieve their financial ambitions.
  • Build your portfolio from the ground up with a unique entrepreneurial business model, supported by a guaranteed base salary and competitive benefits.
  • Uphold a strong culture of risk management and control while collaborating with your team to enhance the client experience and drive business growth.

Matching Summary

Empower mass affluent clients through holistic financial planning and advice, helping them achieve their financial ambitions.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Competitive benefits

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Investment advice
  • Risk management and control
  • Business development and networking

Nice-to-have

  • Entrepreneurial mindset
  • Passion for financial planning
  • Service excellence
  • Continuous improvement initiatives
  • Collaborative team environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter