Financial Planner - Grow Client Wealth & Practice

TD; Town of Bridgewater; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Job summary

A leading financial institution in Canada is seeking a Financial Planner to empower clients through holistic financial planning and advice. The ideal candidate should have a bachelor's degree and 3-5 years of experience in banking services, focusing on managing client relationships. Responsibilities include building strong client connections, analyzing financial results, and mentoring team members. This role offers competitive compensation and opportunities for growth and skill development.

Qualifications

• 3-5 years of experience in banking services, managing client relationships.
• Willingness to obtain Registered Representative (RR) licensing.
• Commitment to achieving the Certified Financial Planner (CFP) designation.

Responsibilities

• Build strong client relationships and deliver expert advice.
• Analyze financial results and provide recommendations.
• Mentor colleagues and enhance the client experience.

Skills

Genuine passion for financial planning

Entrepreneurial mindset

Exceptional interpersonal abilities

Excellent communication skills

Education

Bachelor's degree preferred

Job description

A leading financial institution in Canada is seeking a Financial Planner to empower clients through holistic financial planning and advice. The ideal candidate should have a bachelor's degree and 3-5 years of experience in banking services, focusing on managing client relationships. Responsibilities include building strong client connections, analyzing financial results, and mentoring team members. This role offers competitive compensation and opportunities for growth and skill development.