Wealth Planning Advisor (Commission‑Eligible)

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

Job summary

A leading financial institution in Canada is seeking a skilled Financial Planner to assist clients in achieving their financial goals. The ideal candidate will have a financial planner diploma, completed the Canadian Securities Course or CFA Level 1, and possess 3 to 5 years of banking experience. This role focuses on relationship management, advice, and business development with opportunities for professional growth. Join a dynamic team committed to excellence in customer service.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• 3 to 5 years of banking experience is required.
• CIRO license preferred within the first 90 days.
• Strong understanding of the industry and competitive landscape.

Responsibilities

• Identify client goals and provide financial planning expertise.
• Conduct reporting and analyze results for improvements.
• Maintain a culture of risk management and control.

Skills

Relationship management

Financial planning expertise

Communication skills

Risk management

Education

Financial planner diploma

Canadian Securities Course (CSC) or CFA Level 1

Job description

A leading financial institution in Canada is seeking a skilled Financial Planner to assist clients in achieving their financial goals. The ideal candidate will have a financial planner diploma, completed the Canadian Securities Course or CFA Level 1, and possess 3 to 5 years of banking experience. This role focuses on relationship management, advice, and business development with opportunities for professional growth. Join a dynamic team committed to excellence in customer service.