Wealth Planning Associate - Client-Focused Advisor

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

Job summary

A leading financial institution is looking for a Financial Planner to assist clients in achieving their financial goals through comprehensive planning and advice. The ideal candidate will have a strong background in financial services, excellent relationship-building skills, and a commitment to providing personalized solutions. This role involves client interactions, reporting, and collaboration with a dedicated team. The position offers competitive compensation, opportunities for professional growth, and supports a positive workplace culture.

Benefits

Comprehensive health and wellbeing benefits

Career development opportunities

Variable compensation based on performance

Qualifications

• 3 – 5 years in financial services managing client relationships.
• CIRO Registered Representative (RR) license required.
• CFP designation must be achieved within 3 years in role.

Responsibilities

• Identify client's life and financial goals through comprehensive reviews.
• Conduct reporting and relevant analysis to assess programs.
• Contribute to team goals while strengthening customer service.

Skills

Passion for financial planning

Entrepreneurial spirit for business development

Deep industry understanding

Excellent communication skills

Problem-solving skills

Education

University Degree (preferred)

Canadian Securities Course (CSC)

CFA Level 1 (or higher)

Job description

A leading financial institution is looking for a Financial Planner to assist clients in achieving their financial goals through comprehensive planning and advice. The ideal candidate will have a strong background in financial services, excellent relationship-building skills, and a commitment to providing personalized solutions. This role involves client interactions, reporting, and collaboration with a dedicated team. The position offers competitive compensation, opportunities for professional growth, and supports a positive workplace culture.