Financial Planner - Delhi, On

TD Bank

Delhi, Ontario, Canada
$60,000 - $70,000 cad; commission based earnings; ...
Holistic financial planning
Client relationship management
Data-driven insights
Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions

Job Summary

  • Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions.
  • Build strong client relationships, deliver expert advice, and drive business growth by understanding client objectives and conducting in-depth financial reviews.
  • 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

Empower mass affluent clients through holistic financial planning and advice, making a meaningful impact on their financial ambitions.

Salary

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

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Data-driven insights
  • Service excellence
  • Risk management culture

Nice-to-have

  • Entrepreneurial mindset
  • Business development
  • High-value sales
  • Mentoring colleagues
  • Positive workplace

Key Requirements

  • 3-5 years banking experience
  • Bachelor's degree preferred
  • Obtain Registered Representative (RR) licensing
  • Achieve Certified Financial Planner (CFP) designation

Work Rights

Not specified

Tailored Resume

Cover Letter