Financial Planner - Airdrie

The Dominion

Airdrie, Alberta, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Comprehensive financial planning expertise
Relationship management skills
Business development and prospecting
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients

Job Summary

  • TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
  • The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty.
  • Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Matching Summary

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, savings, retirement, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Relationship management skills
  • Business development and prospecting
  • Knowledge of financial industry and regulations
  • Client-focused advisory services

Nice-to-have

  • Entrepreneurial spirit
  • Strong communication skills
  • Problem-solving abilities
  • Team collaboration and mentorship
  • Continuous improvement mindset

Key Requirements

  • University Degree preferred
  • 3 – 5 years financial services experience preferred
  • CIRO Registered Representative license within 120 days
  • Certified Financial Planner designation within 3 years
  • CFP eligibility requirements met

Work Rights

Not specified

Tailored Resume

Cover Letter