Financial Planner - Yorkton
TD Bank Group(4 months ago)
Yorkton, SaskatchewanOnsiteFull TimeMedior$45,000 - $52,500TD Wealth
Apply NowAbout this role
A Financial Planner at TD Wealth provides comprehensive financial planning and advice to mass affluent clients, helping them set and achieve their financial and life goals. The role focuses on holistic wealth planning, relationship management, and delivering personalized investment solutions while supporting team and business growth.
Required Skills
- Financial Planning
- Relationship Management
- Business Development
- Investment Advice
- Reporting
- Analysis
- Mentorship
- Risk Management
- Communication
- Prospecting
+1 more
Qualifications
- University Degree
- Canadian Securities Course (CSC)
- CFA Level 1
- Conduct & Practices Handbook (CPH)
- CIRO Registered Representative (RR)
- Wealth Management Essentials (WME)
- Certified Financial Planner (CFP)
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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