Financial Planner - Charlottetown, Pei

TD Bank

Charlottetown, Prince Edward Island, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Onsite
Holistic financial planning
Client relationship management
Business development and sales
TD Bank is seeking a Financial Planner in Charlottetown, PEI, to empower clients through holistic financial planning. The role emphasizes building strong client relationships, delivering expert advice, and fostering an environment of continuous improvement

Job Summary

  • Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster 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.
  • Stay informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner in Charlottetown, PEI, to empower clients through holistic financial planning. The role emphasizes building strong client relationships, delivering expert advice, and fostering an environment of continuous improvement.

Salary

$60,000 - $70,000 CAD; commission based earnings; Not specified

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Business development and sales
  • Industry best practices and trends

Nice-to-have

  • Empowering mass affluent clients
  • Fostering long-term connections
  • Championing continuous improvement
  • Collaborative and supportive environment

Key Requirements

  • Bachelor’s degree preferred
  • 3–5 years of experience in banking services
  • Registered Representative (RR) licensing with CIRO
  • Certified Financial Planner (CFP) designation

Work Rights

Not specified

Tailored Resume

Cover Letter