Wealth Planner Associate: Help Clients Achieve Goals

TD; Canada; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada seeks a Financial Planner to assist clients in meeting their financial goals. You will identify clients' financial objectives, provide substantial reviews, and cultivate long-term relationships. The ideal candidate has a university degree, relevant financial services experience, and possesses strong communication skills. Join a team committed to delivering exceptional customer experiences and enjoy a competitive total rewards package that supports your growth.

Benefits

Health and well-being benefits

Paid time off

Career development opportunities

Qualifications

• 3 - 5 years within the financial services industry managing client relationships.
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
• Achieve Certified Financial Planner (CFP) designation within first 3 years.

Responsibilities

• Identify client's life and financial goals to build long-term relationships.
• Conduct analysis and draw conclusions to improve effectiveness.
• Monitor productivity and assess efficiency continuously.

Skills

Passion for financial planning

Entrepreneurial spirit

Deep industry understanding

Excellent people skills

Strong communication skills

Education

University Degree

Canadian Securities Course (CSC) or CFA Level 1

Job description

A leading financial institution in Canada seeks a Financial Planner to assist clients in meeting their financial goals. You will identify clients' financial objectives, provide substantial reviews, and cultivate long-term relationships. The ideal candidate has a university degree, relevant financial services experience, and possesses strong communication skills. Join a team committed to delivering exceptional customer experiences and enjoy a competitive total rewards package that supports your growth.