Financial Planner — Holistic Wealth Growth & Guidance

TD; Nova Scotia; 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

Career development opportunities

Job summary

A leading financial institution in Nova Scotia is seeking a Financial Planner to empower clients through holistic financial planning. The role involves building client relationships, delivering expert financial advice, and enhancing service excellence. Ideal candidates will possess a Bachelor’s degree and 3–5 years of relevant experience in banking. This position also requires a commitment to obtaining a CFP designation. Competitive salary with commission opportunities is offered.

Qualifications

• 3–5 years of experience in banking services with client relationship management.
• 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 results and improve financial programs.
• Collaborate with team to enhance client experience.

Skills

Financial planning

Client relationship management

Business development

Communication skills

Interpersonal abilities

Education

Bachelor’s degree

Job description

A leading financial institution in Nova Scotia is seeking a Financial Planner to empower clients through holistic financial planning. The role involves building client relationships, delivering expert financial advice, and enhancing service excellence. Ideal candidates will possess a Bachelor’s degree and 3–5 years of relevant experience in banking. This position also requires a commitment to obtaining a CFP designation. Competitive salary with commission opportunities is offered.