Base: 70,000 cad; bonus/equity: commission based e...
Comprehensive financial planning expertise
Relationship management and business development
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.
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.
We are committed to providing the support our colleagues need to thrive both at work and at home through regular development conversations, training programs, and a competitive benefits plan.
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 and business development
Bilingualism in English and French
Client goal identification and achievement
Risk management and control culture
Nice-to-have
Mentorship and team support
Strong communication and collaboration skills
Knowledge of industry trends and competitive landscape
Key Requirements
Financial planner diploma from Institute of Financial Planning
Canadian Securities Course (CSC) or CFA Level 1
3 to 5 years of banking experience
Bilingual English and French
CIRO license preferred (required within 90 days)
Completion of Conduct & Practices Handbook within 90 days
Completion of Wealth Management Essentials within 30 months