Wealth Planner: Shape Clients’ Futures with Commission

TD Bank; Saint John; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner in Saint John, New Brunswick, to provide comprehensive financial planning and advice to clients. The ideal candidate will have a university degree and relevant financial qualifications. This role emphasizes client relationship management and business development, aligned with the company's commitment to growth and mentorship. Apply now for a chance to join a dynamic team.

Benefits

Health and wellness benefits

Career development programs

Competitive salary and variable compensation

Qualifications

• 3 – 5 years within financial services managing client relationships.
• Canadian Securities Course (CSC) or CFA Level 1 required before start date.
• Complete Conduct & Practices Handbook (CPH) within first 90 days.

Responsibilities

• Identify clients' life and financial goals and build long-term relationships.
• Conduct reporting and relevant analysis to make recommendations.
• Monitor service productivity and assess efficiency to implement improvements.

Skills

Financial planning

Client relationship management

Business development

Communication skills

Education

University Degree

Canadian Securities Course (CSC) or CFA Level 1

CIRO Registered Representative (RR) license

Tools

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading financial institution is seeking a Financial Planner in Saint John, New Brunswick, to provide comprehensive financial planning and advice to clients. The ideal candidate will have a university degree and relevant financial qualifications. This role emphasizes client relationship management and business development, aligned with the company's commitment to growth and mentorship. Apply now for a chance to join a dynamic team.