Base: 70,000 cad; bonus/equity: commission based e...
Comprehensive financial planning expertise
Relationship management skills
Bilingualism in english and french
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.
This role is eligible for commission based earnings and offers growth opportunities and skill development as defining features of the colleague experience at TD.
TD is deeply committed to being a leader in client experience and fosters a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow.
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: 70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Comprehensive financial planning expertise
Relationship management skills
Bilingualism in English and French
Business development and prospecting
Risk management and control culture
Client-focused service orientation
Nice-to-have
Strong communication skills
Ability to work collaboratively and independently
Entrepreneurial spirit
Mentorship and team support
Knowledge of economic market issues
Key Requirements
Financial planner diploma from Institute of Financial Planning (IPF)
Willingness to obtain Registered Representative (RR) licensing with CIRO