Financial Planner - Oshawa, Ontario

TD Bank

Oshawa, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Not specified (assumed in-person based on location)
Building strong client relationships
Delivering expert financial advice
Conducting in-depth financial reviews
TD Bank is seeking a Financial Planner in Oshawa, Ontario, to empower clients through holistic financial planning and advice. The ideal candidate will have a solid background in banking services, strong interpersonal skills, and a commitment to professional development

Job Summary

  • This role focuses on partnering with clients to understand their life and financial objectives while delivering holistic financial planning.
  • The position offers a competitive base salary ranging from $60,000 to $70,000 CAD plus commission-based earnings.
  • TD provides comprehensive training, onboarding sessions, and career development opportunities to help colleagues succeed.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner in Oshawa, Ontario, to empower clients through holistic financial planning and advice. The ideal candidate will have a solid background in banking services, strong interpersonal skills, and a commitment to professional development.

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 empowering mass affluent clients

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter