Financial Planner - Surrey City Center

The Dominion

Surrey, British Columbia, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
3-5 years in financial services
Ciro registered representative license
Certified financial planner designation
TD Wealth provides highly personalized advice and solutions to clients

Job Summary

  • TD Wealth provides highly personalized advice and solutions to clients.
  • The Financial Planning team focuses on helping clients achieve their financial goals.
  • TD is committed to colleague development and offers a supportive work environment.

Matching Summary

TD Wealth provides highly personalized advice and solutions to clients.

Salary

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

Skills & Requirements

Must-have

  • 3-5 years in financial services
  • CIRO Registered Representative license
  • Certified Financial Planner designation

Nice-to-have

  • entrepreneurial spirit for business development
  • strong communication skills
  • ability to work collaboratively

Key Requirements

  • University degree preferred
  • experience managing client relationships
  • achieve CFP designation within 3 years

Work Rights

Not specified

Tailored Resume

Cover Letter