Financial Planner - Mission

TD Bank

Mission, British Columbia, Canada
Base: $60,000 - $70,000 cad; bonus/equity: eligibl...
Hybrid
Comprehensive financial planning expertise
Mass affluent client relationship management
Business development and networking skills
TD Bank is seeking a Financial Planner in Mission, British Columbia, to provide comprehensive financial planning and advice to mass affluent clients. The role emphasizes relationship management, client goal achievement, and continuous professional development within a supportive team environment

Job Summary

  • The role involves identifying client life and financial goals to provide comprehensive reviews and build long-term relationships.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, and career development programs.
  • Candidates are expected to maintain a culture of risk management while contributing to team goals and continuous improvements.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner in Mission, British Columbia, to provide comprehensive financial planning and advice to mass affluent clients. The role emphasizes relationship management, client goal achievement, and continuous professional development within a supportive team environment.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Health, well-being, savings, retirement, paid time off

Skills & Requirements

Must-have

  • comprehensive financial planning expertise
  • mass affluent client relationship management
  • business development and networking skills

Nice-to-have

  • entrepreneurial spirit for prospecting
  • passion for helping clients reach goals
  • strong problem-solving abilities

Key Requirements

  • 3-5 years financial services experience
  • CIRO Registered Representative license within 120 days
  • Achieve CFP designation within 3 years
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter