Financial Planner - Yarmouth, Ns

TD Bank

Yarmouth, Nova Scotia, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
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Holistic financial planning and advice
Building strong client relationships
Data-driven insights analysis
** TD Bank is seeking a Financial Planner in Yarmouth, Nova Scotia, with a focus on providing holistic financial advice to mass affluent clients. The ideal candidate should have 3-5 years of experience in banking services and a passion for client relationship management, with opportunities for professional growth and development. **

Job Summary

  • This role focuses on partnering with clients to understand their life objectives and delivering expert financial advice.
  • The position requires leveraging data-driven insights to analyze results and develop tailored recommendations for clients.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Planner in Yarmouth, Nova Scotia, with a focus on providing holistic financial advice to mass affluent clients. The ideal candidate should have 3-5 years of experience in banking services and a passion for client relationship management, with opportunities for professional growth and development. **

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, well-being, savings, retirement, paid time off

Skills & Requirements

Must-have

  • holistic financial planning and advice
  • building strong client relationships
  • data-driven insights analysis
  • risk management and control culture

Nice-to-have

  • entrepreneurial mindset for business growth
  • mentoring and guiding colleagues
  • passion for empowering mass affluent clients
  • flexibility to collaborate independently

Key Requirements

  • Bachelor's degree preferred
  • 3-5 years banking services experience
  • Willingness to obtain RR licensing
  • Commitment to CFP designation within 3 years

Work Rights

Not specified

Tailored Resume

Cover Letter