Financial Planner

## Planific. financ. IPostuler:
Sur place:
Charlottetown, Prince Edward Island:
Temps plein:
Publié aujourd'hui:
R 1516363
** Lieu de travail :
** Charlottetown, Île-du-Prince-Édouard, Canada
** Horaire :
** 37.5
** Secteur d’activité :
** Gestion de patrimoine TD
** Détails de la rémunération :**$60,000 - $70,000 CAD### ### Ce poste est admissible à des revenus de commission.

La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions.

Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise.
En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
** Description du poste :
**** Join Our Team as a Financial Planner
** Make an Impact, Build Your Future, and Help our Clients Succeed  Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for you!  

In this role, you will build and grow your own client portfolio through proactive business development while delivering holistic financial planning advice. You’ll work with clients to understand what matters most to them and guide them with confidence through every stage of their financial journey.  
** What You'll Do
*** Get to know clients—what matters to them, what they want for their future—and guide them every step of the way.
* Proactively acquire new clients and bring in assets through a mix of strategic outreach and consistent community presence
* Leverage a variety of prospecting methods—including cold calling, attending and hosting events, creative networking tactics, and local community engagement
* Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.
* Find new ways to boost productivity and improve the way we work—your ideas matter here!
* Stay up to date with the latest financial trends and best practices to keep your skills sharp.
* Support your teammates, share your insights, and be part of a collaborative environment.
* Always keep risk management top of mind to protect clients and the company.
* Be an active, valued member of our positive, service-focused team culture.  
** What We're Looking For
*** Bachelor’s degree is a plus
* 3–5 years of experience in banking, financial services, or a client‐facing sales role preferred
* Demonstrated ability to build relationships, grow a client base, and deliver investment advice  
** Licensing & Regulatory Requirements
*** Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start date
* Ready to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already
* Commitment to earn your Certified Financial Planner (CFP) designation in your first three years
* CFP eligibility as per FP Canada requirements:
Hold a university degree OR have up to 10 years relevant experience OR 5+ years as a QAFP pro in good standing  
** What…