Financial Planner
TD
full-time
Posted on:
Location Type: Office
Location: Richmond • Canada
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Salary
💰 CA$60,000 - CA$70,000 per year
About the role
- Identify client’s life and financial goals
- Conduct reporting and relevant analysis
- Contribute to team and department goals
- Provide mentorship and direction to others
- Maintain a culture of risk management
Requirements
- University Degree (preferred)
- 3 – 5 years experience in the financial services industry managing client relationships
- CIRO Registered Representative (RR) license within first 120 days
- Achieve Certified Financial Planner (CFP) designation within first 3 years
Benefits
- 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
mentorshipdirectionrisk management
Certifications
CIRO Registered Representative (RR)Certified Financial Planner (CFP)