Financial Planner - Sault Ste. Marie

TD Bank

Sault Ste Marie, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Building strong client relationships
Delivering expert financial advice
Conducting in-depth financial reviews
This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals

Job Summary

  • This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.
  • The position involves partnering with clients to understand life objectives, conducting reviews, and leveraging data-driven insights for recommendations.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Health, well-being, savings, retirement programs

Skills & Requirements

Must-have

  • building strong client relationships
  • delivering expert financial advice
  • conducting in-depth financial reviews

Nice-to-have

  • entrepreneurial mindset with sales experience
  • mentoring and guiding colleagues
  • passion for holistic financial planning

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