Wealth Planner — Personal Financial Strategy & Growth

TD; Canada; On-site; CAD 60,000 - 80,000; Full time

Job summary

A top financial institution seeks a Financial Planner in Yarmouth, Nova Scotia, to assist clients in achieving their financial goals through personalized advice and solutions. The ideal candidate will have a university degree and relevant experience within the financial services sector. Strong communication and relationship-building skills are essential. This full-time role offers competitive compensation and growth opportunities within a reputable organization.

Benefits

Competitive salary

Health and well-being benefits

Career development programs

Banking benefits and discounts

Qualifications

• 3 – 5 years within the financial services industry managing client relationships.
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
• Achieve CFP designation within first 3 years in role.

Responsibilities

• Identify your client's life and financial goals through comprehensive reviews.
• Conduct reporting and relevant analysis to assess program effectiveness.
• Strengthen customer service and dedication within the team.

Skills

Passion for financial planning

Entrepreneurial spirit

Understanding of regulatory environment

Excellent people skills

Strong communication skills

Education

University Degree

Canadian Securities Course (CSC)

CFA Level 1 or higher

CIRO Registered Representative (RR) license

Certified Financial Planner (CFP) designation

Job description

A top financial institution seeks a Financial Planner in Yarmouth, Nova Scotia, to assist clients in achieving their financial goals through personalized advice and solutions. The ideal candidate will have a university degree and relevant experience within the financial services sector. Strong communication and relationship-building skills are essential. This full-time role offers competitive compensation and growth opportunities within a reputable organization.