Join a team focused on empowering clients through holistic financial planning and delivering expert advice to help clients achieve their financial goals
Job Summary
Join a team focused on empowering clients through holistic financial planning and delivering expert advice to help clients achieve their financial goals.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings programs, paid time off, and career development opportunities.
The company fosters a respectful and inclusive workplace with regular training, mentoring programs, and support for career growth and skill development.
Matching Summary
Join a team focused on empowering clients through holistic financial planning and delivering expert advice to help clients achieve their financial goals.
Salary
Base: $60,000 - $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
Client relationship management
Financial planning expertise
Data-driven financial analysis
Business development and networking
Risk management and control
Team collaboration and service excellence
Nice-to-have
Mentoring and guiding colleagues
Entrepreneurial mindset
Knowledge of industry trends
Strong communication skills
Problem-solving abilities
Commitment to continuous improvement
Key Requirements
Bachelor’s degree preferred
3–5 years banking services experience
Willingness to obtain RR licensing with CIRO
Commitment to achieve CFP designation within 3 years
CFP eligibility via degree or qualifying experience