Financial Planner

TD Ameritrade

Hamilton, Ontario, Canada
Base: $60,000 - $70,000 cad; variable: commission-...
Not specified
Bachelor's degree preferred
3-5 years banking services experience
Willingness to obtain rr licensing
TD Ameritrade is seeking a Financial Planner in Hamilton, Ontario, to empower mass affluent clients through holistic financial planning. The role focuses on building client relationships, analyzing financial data, and driving business growth while offering competitive compensation and opportunities for professional development. ###

Job Summary

  • This role offers a unique entrepreneurial business model where you will build your client portfolio from the ground up with a guaranteed base salary for the first four years.
  • You will partner with mass affluent clients to understand their life objectives, conduct in-depth financial reviews, and deliver expert advice to help them achieve their goals.
  • The position requires a commitment to achieving the Certified Financial Planner (CFP) designation within the first three years of employment.

Matching Summary

Match Score: 75

TD Ameritrade is seeking a Financial Planner in Hamilton, Ontario, to empower mass affluent clients through holistic financial planning. The role focuses on building client relationships, analyzing financial data, and driving business growth while offering competitive compensation and opportunities for professional development. ###

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission-based earnings; Benefits: Competitive benefits package included

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 3-5 years banking services experience
  • Willingness to obtain RR licensing

Nice-to-have

  • Entrepreneurial mindset and business development skills
  • Passion for holistic financial planning
  • Strong interpersonal and problem-solving abilities

Key Requirements

  • Bachelor's degree or equivalent work experience
  • 3-5 years experience in banking services
  • Commitment to CFP designation within 3 years
  • Obtain Registered Representative (RR) licensing

Work Rights

Not specified

Tailored Resume

Cover Letter