Virtual Financial Planner Career Event – Atlantic Canada

TD; Halifax; On-site; CAD 60,000 - 70,000; Full time

Job summary

TD Wealth is hosting a virtual career event for a Financial Planner in Halifax, NS. The role focuses on building client relationships, delivering expert financial advice, and driving business growth.

Requirements include a bachelor's degree, 3–5 years in banking with client relationships, and willingness to pursue RR licensing and CFP designation within three years. Ontario/Atlantic provinces welcome applicants. Training and total rewards discussed during the process.

Qualifications

• Bachelor's degree or higher.
• 3-5 years of banking experience with client relationships and investment advice.
• Willingness to obtain RR licensing with CIRO if not licensed.
• Commitment to CFP designation within the first three years.
• CFP eligibility: University degree OR up to 10 years of qualifying work experience OR 5 years as a QAFP professional.

Responsibilities

• Partner with clients to understand life and financial objectives and provide ongoing guidance.
• Use data-driven insights to analyze results and refine financial program recommendations.
• Collaborate with the team to achieve shared goals while delivering excellent client service.
• Monitor productivity and service delivery, identify efficiency gains, and drive improvements.
• Stay informed on industry trends to remain at the forefront of financial planning.
• Mentor colleagues to share expertise and foster collaboration.
• Uphold a strong risk-management culture aligned with TD's risk appetite.
• Engage fully as a team member and contribute to a positive, service-oriented workplace.

Skills

Client relationships

Financial planning

Communication

Education

Bachelor's degree or higher

Job description

TD Wealth is hosting a virtual career event for a Financial Planner in Halifax, NS. The role focuses on building client relationships, delivering expert financial advice, and driving business growth.

Requirements include a bachelor's degree, 3–5 years in banking with client relationships, and willingness to pursue RR licensing and CFP designation within three years. Ontario/Atlantic provinces welcome applicants. Training and total rewards discussed during the process.