Base: $70,000; bonus/equity: eligible for commissi...
Holistic goals discovery approach
Relationship management
Business development
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.
With a focus on relationship management, advice and business development, you will identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
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.
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; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified
Skills & Requirements
Must-have
Holistic goals discovery approach
Relationship management
Business development
Risk management and control
Nice-to-have
Award-winning, high-performing teams
Challenged and rewarded
Service-oriented work environment
Key Requirements
Financial planner diploma required
Canadian Securities Course or CFA Level 1 required