Wealth Planner & Client Advisory Specialist

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

Job summary

A leading financial institution in Canada is looking for a Financial Planner to join TD Wealth. This role emphasizes understanding clients' financial goals and offering personalized solutions. The ideal candidate will possess a strong background in financial services, ideally with 3-5 years of experience, and relevant qualifications such as the Canadian Securities Course or CFA. The position offers a competitive salary of $60,000 - $70,000 CAD and opportunities for professional growth and development.

Benefits

Comprehensive benefits package

Career development opportunities

Mentorship programs

Qualifications

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

Responsibilities

• Identify client's life and financial goals.
• Conduct analysis to draw conclusions and make recommendations.
• Contribute to team goals while enhancing customer service.

Skills

Passion for financial planning

Entrepreneurial spirit for business development

Understanding of industry and regulatory environment

Excellent people and problem-solving skills

Strong communication skills

Education

University Degree (preferred)

Canadian Securities Course (CSC) or CFA Level 1

CIRO Registered Representative (RR) license

Job description

A leading financial institution in Canada is looking for a Financial Planner to join TD Wealth. This role emphasizes understanding clients' financial goals and offering personalized solutions. The ideal candidate will possess a strong background in financial services, ideally with 3-5 years of experience, and relevant qualifications such as the Canadian Securities Course or CFA. The position offers a competitive salary of $60,000 - $70,000 CAD and opportunities for professional growth and development.