Wealth Planner: Personal Financial Planning & Growth

The Toronto-Dominion Bank (Canada); San Juan de Terranova; On-site; CAD 60,000 - 85,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner to help clients achieve their financial goals. The role emphasizes relationship management and requires a university degree, financial services experience, and completion of certification courses. Ideal candidates will possess an entrepreneurial spirit and strong communication skills, contributing to team success and delivering exceptional customer experiences.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Reward and recognition programs

Qualifications

• Experience managing client relationships and providing tailored investment solutions.
• Completion of necessary licensing and certification courses within specified timelines.

Responsibilities

• Identify and assess client's financial goals.
• Conduct analysis and reporting to provide recommendations.
• Contribute to team goals and customer service initiatives.
• Monitor service efficiency and implement improvements.
• Apply best practices in financial planning.

Skills

Passion for financial planning

Entrepreneurial spirit

Understanding of industry regulations

Excellent people skills

Strong communication skills

Education

University Degree

3 - 5 years in financial services

Canadian Securities Course (CSC)

CFA Level 1 or higher

Job description

A leading financial institution is seeking a Financial Planner to help clients achieve their financial goals. The role emphasizes relationship management and requires a university degree, financial services experience, and completion of certification courses. Ideal candidates will possess an entrepreneurial spirit and strong communication skills, contributing to team success and delivering exceptional customer experiences.