Wealth Planner: Holistic Financial Guidance & Growth

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

Job summary

A leading financial institution in Fredericton seeks an experienced financial planner to provide comprehensive financial advice and manage client relationships. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their financial goals. This role offers a competitive salary of $60,000 - $70,000 CAD, commission opportunities, and extensive career development resources.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development

Qualifications

• 3–5 years in financial services managing client relationships.
• Canadian Securities Course (CSC) or CFA Level 1 required before start date.
• Achieve Certified Financial Planner (CFP) designation within first 3 years.

Responsibilities

• Identify client life and financial goals through financial planning.
• Conduct reporting and analysis to assess program effectiveness.
• Contribute to team and department goals for customer service.

Skills

Passion for financial planning

Entrepreneurial spirit

Excellent communication skills

Problem-solving skills

Education

University Degree

Canadian Securities Course

CFA Level 1

Job description

A leading financial institution in Fredericton seeks an experienced financial planner to provide comprehensive financial advice and manage client relationships. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their financial goals. This role offers a competitive salary of $60,000 - $70,000 CAD, commission opportunities, and extensive career development resources.