Wealth Planning Specialist — Client Goals & Strategy

TD; Canada; On-site; CAD 60,000 - 70,000; Full time

Job summary

A leading financial institution is seeking an experienced Financial Planner in Yorkton, Saskatchewan, to assist clients in achieving their financial goals. The role includes relationship management and business development within a client-focused environment. The ideal candidate has a university degree and experience in financial services, with necessary licenses and designations. Competitive salary and comprehensive benefits are offered.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development and mentorship programs

Qualifications

• 3 - 5 years in financial services, managing client relationships.
• Achieve Certified Financial Planner (CFP) designation within 3 years.
• Complete Wealth Management Essentials (WME) within 30 months.

Responsibilities

• Identify client financial goals through comprehensive reviews.
• Monitor service and assess efficiency for continuous improvement.
• Build long-term client relationships through planning expertise.

Skills

Passion for financial planning

Entrepreneurial spirit

Excellent people skills

Strong communication skills

Education

University Degree (preferred)

Canadian Securities Course (CSC) or CFA Level 1

Complete Conduct & Practices Handbook (CPH)

Job description

A leading financial institution is seeking an experienced Financial Planner in Yorkton, Saskatchewan, to assist clients in achieving their financial goals. The role includes relationship management and business development within a client-focused environment. The ideal candidate has a university degree and experience in financial services, with necessary licenses and designations. Competitive salary and comprehensive benefits are offered.