Wealth Planning Associate — Craft Personal Financial Solutions

TD Securities; Owen Sound; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and benefits

Career development opportunities

Mentorship programs

Job summary

A leading global financial institution is seeking a Financial Planner in Owen Sound, Ontario. This role's key responsibilities include identifying client goals and providing comprehensive financial advice. Ideal candidates will have a University degree, experience in financial services, and be driven to help clients succeed in their financial objectives. The position offers a full-time employment with opportunities for professional growth and development.

Qualifications

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

Responsibilities

• Identify client's life and financial goals and build relationships.
• Conduct analysis to draw conclusions and make recommendations.
• Monitor service and implement improvements.

Skills

Passion for financial planning

Entrepreneurial spirit

Deep understanding of the industry

Excellent people skills

Strong communication skills

Education

University Degree

Canadian Securities Course (CSC)

CFA Level 1 or higher

Job description

A leading global financial institution is seeking a Financial Planner in Owen Sound, Ontario. This role's key responsibilities include identifying client goals and providing comprehensive financial advice. Ideal candidates will have a University degree, experience in financial services, and be driven to help clients succeed in their financial objectives. The position offers a full-time employment with opportunities for professional growth and development.