Wealth Planner — Commission-Based Financial Guidance

TD; Canada; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner in Charlottetown to assist clients in achieving their financial goals. You will identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships. The ideal candidate has a background in financial services and relevant certifications. This role offers a comprehensive rewards package and opportunities for professional development.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• 3 - 5 years in financial services managing client relationships.
• Must complete Conduct & Practices Handbook (CPH) within 90 days.

Responsibilities

• Identify client's financial goals and provide tailored advice.
• Conduct reporting and analysis for program effectiveness.
• Monitor service and assess efficiency for continuous improvement.

Skills

Passion for financial planning

Entrepreneurial spirit

Understanding of industry regulations

Excellent people skills

Strong communication skills

Education

University Degree

Canadian Securities Course (CSC)

CFA Level 1

CIRO Registered Representative (RR) license

Certified Financial Planner (CFP)

Job description

A leading financial institution is seeking a Financial Planner in Charlottetown to assist clients in achieving their financial goals. You will identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships. The ideal candidate has a background in financial services and relevant certifications. This role offers a comprehensive rewards package and opportunities for professional development.