Financial Planner
TD
full-time
Posted on:
Location Type: Office
Location: Bridgewater • Canada
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Salary
💰 CA$60,000 - CA$70,000 per year
About the role
- Partnering with clients to understand life and financial objectives
- Conducting in-depth financial reviews
- Fostering long-term connections through ongoing support
- Leveraging data-driven insights to analyze results
- Collaborating with your team to achieve shared objectives
- Monitoring productivity and service delivery
Requirements
- Bachelor’s degree preferred
- 3–5 years of experience in banking services
- Track record of managing client relationships
- Willingness to obtain Registered Representative (RR) licensing
- Commitment to achieving CFP designation within three years
Benefits
- Growth opportunities and skill development
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementcollaborationdata analysissupportproductivity monitoring
Certifications
Registered Representative (RR)CFP designation