TD

Financial Planner

TD

full-time

Posted on:

Location Type: Office

Location: Moncton • Canada

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Salary

💰 CA$60,000 - CA$70,000 per year

About the role

  • Partnering with clients to understand financial objectives
  • Conducting in-depth financial reviews
  • Collaborating with team to enhance client experience
  • Staying informed on industry best practices
  • Mentoring and guiding colleagues

Requirements

  • Bachelor’s degree preferred
  • 3–5 years of experience in banking services
  • Willingness to obtain Registered Representative (RR) licensing
  • Commitment to achieving the Certified Financial Planner (CFP) designation
Benefits
  • Commission based earnings
  • Competitive benefits
  • Paid time off
  • Career development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
collaborationmentoringguidingclient experience enhancement
Certifications
Registered Representative (RR)Certified Financial Planner (CFP)