Wealth Planner: Build Bespoke Financial Plans & Goals

TD; Nova Scotia; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Canada is seeking a Financial Planner to help clients achieve their financial goals. You will develop comprehensive financial planning solutions and build long-term relationships. The role requires a university degree, experience in financial services, and a commitment to ongoing professional development. Ideal candidates possess strong communication skills and a passion for client service.

Benefits

Base salary and variable compensation

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• 3 – 5 years in financial services managing client relationships.
• Achieve Certified Financial Planner (CFP) designation within first 3 years.

Responsibilities

• Identify client's life and financial goals through planning.
• Conduct analysis and draw conclusions for program effectiveness.
• Monitor service and implement continuous improvements.

Skills

Passion for financial planning

Entrepreneurial spirit

Excellent people and problem-solving skills

Strong communication skills

Education

University Degree

Canadian Securities Course (CSC) or CFA Level 1

CIRO Registered Representative (RR) license

Job description

A leading financial institution in Canada is seeking a Financial Planner to help clients achieve their financial goals. You will develop comprehensive financial planning solutions and build long-term relationships. The role requires a university degree, experience in financial services, and a commitment to ongoing professional development. Ideal candidates possess strong communication skills and a passion for client service.