Financial Planner - Woodstock

The Dominion

Woodstock, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
3–5 years of banking experience
Ability to manage client relationships
Commitment to achieving cfp designation
Join a forward-thinking team dedicated to empowering clients through holistic financial planning

Job Summary

  • Join a forward-thinking team dedicated to empowering clients through holistic financial planning.
  • Focus on building strong client relationships while delivering expert financial advice.
  • TD offers growth opportunities and a commitment to fair compensation for all colleagues.

Matching Summary

Join a forward-thinking team dedicated to empowering clients through holistic financial planning.

Salary

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

Skills & Requirements

Must-have

  • 3–5 years of banking experience
  • Ability to manage client relationships
  • Commitment to achieving CFP designation

Nice-to-have

  • Entrepreneurial mindset
  • Exceptional interpersonal skills
  • Passion for financial planning

Key Requirements

  • Bachelor’s degree preferred
  • Willingness to obtain RR licensing
  • CFP eligibility requirements

Work Rights

Not specified

Tailored Resume

Cover Letter