Financial Planner

TD Bank

Brampton, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Holistic financial planning
Client relationship management
Financial advice delivery
This role offers a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up

Job Summary

  • This role offers a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up.
  • Your responsibilities will include partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

This role offers a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Competitive benefits

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Financial advice delivery
  • Business growth focus
  • Risk management and control

Nice-to-have

  • Entrepreneurial mindset
  • Passion for client success
  • Collaborative team player
  • Service excellence commitment

Key Requirements

  • 3-5 years banking services experience
  • Obtain RR licensing with CIRO
  • Achieve CFP designation within 3 years
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter