Wealth Planner - Commission-Based with Base Guarantee

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

Benefits offered by this job

Competitive benefits

Base salary guaranteed for 4 years

Job summary

TD Wealth is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. Build your portfolio with a unique entrepreneurial model, featuring commission-based earnings and a guaranteed base salary during the first four years.

You will focus on client relationships, delivering tailored investment advice, and driving business growth within a collaborative team. This role requires CFP pursuit and potential CIRO licensing, with strong emphasis on risk

Qualifications

• Bachelor’s degree preferred.
• 3–5 years of banking services experience with client relationships and tailored investment advice (preferred).
• Willingness to obtain RR licensing with CIRO, if not licensed.
• Commitment to achieving CFP designation within three years.

Responsibilities

• Partner with clients to understand financial objectives and conduct in-depth reviews.
• Deliver expert financial planning advice and ongoing client support.
• Leverage data-driven insights to analyze results and recommendations.
• Mentor teammates and uphold risk management and service excellence.

Skills

Client relationships

Sales experience

Communication skills

Networking

Education

Bachelor's degree preferred

CIRO licensing eligibility

CFP designation plan

Job description

TD Wealth is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. Build your portfolio with a unique entrepreneurial model, featuring commission-based earnings and a guaranteed base salary during the first four years.

You will focus on client relationships, delivering tailored investment advice, and driving business growth within a collaborative team. This role requires CFP pursuit and potential CIRO licensing, with strong emphasis on risk