Financial Planner - Yarmouth, NS
TD Bank Group(1 month ago)
Yarmouth, Nova ScotiaOnsiteFull TimeMedior$44,400 - $51,800TD Wealth
Apply NowAbout this role
A Financial Planner within TD Wealth who supports mass-affluent clients by providing holistic financial advice and helping clients achieve their financial goals. The role focuses on building long-term client relationships, driving business growth, and contributing to a client-focused team environment in Yarmouth, Nova Scotia.
Required Skills
- Financial Planning
- Client Relationships
- Data Analysis
- Business Development
- Investment Advice
- Communication
- Risk Management
- Mentoring
- Networking
- Sales
Qualifications
- Bachelor's Degree (Preferred)
- Registered Representative (CIRO)
- Certified Financial Planner (CFP) — To Be Completed
- QAFP (Qualified Associate Financial Planner)
About TD Bank Group
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