Wealth Planning Associate - Client-Focused Advisor

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

Job summary

A leading financial institution is seeking an experienced Financial Planner in Peterborough, Ontario. The role focuses on providing personalized financial planning and helping clients achieve their financial objectives. Candidates should possess strong expertise in relationship management and sales experience within the financial services industry. Successful applicants will complete several mandatory financial certifications. The position offers a dynamic workplace and opportunities for professional growth.

Benefits

Commission-based earnings

Health and well-being benefits

Career development opportunities

Qualifications

• 3 - 5 years in financial services managing client relationships.
• Completion of required courses within specified time frames.

Responsibilities

• Provide comprehensive reviews and build long-term client relationships.
• Conduct analysis and reporting to improve services.
• Strengthen team goals and enhance customer service.
• Maintain knowledge of industry best practices and emerging trends.

Skills

Financial planning expertise

Client relationship management

High value sales experience

Strong communication skills

Problem-solving skills

Education

University Degree

Canadian Securities Course (CSC)

CFA Level 1 (or higher)

CIRO Registered Representative license

Certified Financial Planner (CFP) designation

Job description

A leading financial institution is seeking an experienced Financial Planner in Peterborough, Ontario. The role focuses on providing personalized financial planning and helping clients achieve their financial objectives. Candidates should possess strong expertise in relationship management and sales experience within the financial services industry. Successful applicants will complete several mandatory financial certifications. The position offers a dynamic workplace and opportunities for professional growth.