Financial Planner - Country Hills

TD Bank

Calgary, Alberta, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Comprehensive financial planning
Relationship management
Business development
TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach

Job Summary

  • TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.
  • The Financial Planning team focuses on helping clients achieve their financial goals, delivering a legendary customer experience, and building client loyalty.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and career development opportunities.

Matching Summary

TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.

Salary

$60,000 - $70,000 CAD; commission based earnings; Not specified

Skills & Requirements

Must-have

  • Comprehensive financial planning
  • Relationship management
  • Business development
  • Client relationship building
  • Risk management and control

Nice-to-have

  • Entrepreneurial spirit
  • High value sales experience
  • Collaborative work environment
  • Service-oriented work environment

Key Requirements

  • 3-5 years financial services experience
  • CIRO Registered Representative (RR) license
  • Certified Financial Planner (CFP) designation
  • University Degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter