Financial Planner - Mount Forest & Listowel

TD Bank

Mount Forest, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: eligibl...
Holistic financial planning
Client relationship management
Investment advice
Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance

Job Summary

  • Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.
  • Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development defining features of the colleague experience.

Matching Summary

Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Investment advice
  • Risk management and control
  • Service excellence

Nice-to-have

  • Entrepreneurial mindset
  • Business development
  • Networking
  • High-value sales
  • Positive workplace culture

Key Requirements

  • 3-5 years banking experience
  • Bachelor’s degree preferred
  • Obtain Registered Representative (RR) licensing
  • Achieve Certified Financial Planner (CFP) designation

Work Rights

Not specified

Tailored Resume

Cover Letter