Financial Planner
2 weeks ago
Financial Planner - St. John's, NL Location: St. John's, Newfoundland and Labrador, Canada Work Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $0 – $0 CAD (base salary; commission-based earnings available) Job Description TD Wealth takes a sophisticated and holistic goals‑discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. The Financial Planning team helps clients set and achieve their financial goals while delivering a legendary customer experience. This role focuses on relationship management, advice, and business development. Responsibilities Identify clients’ life and financial goals, provide comprehensive reviews, and build long‑term relationships through financial planning expertise. Conduct reporting and relevant analysis, draw conclusions, and continually assess effectiveness of programs, policies, and practices. Contribute to team and department goals while strengthening customer service and dedication. Monitor service productivity, assess efficiency, and implement continuous improvements. Stay knowledgeable of best practices, procedures, and emerging trends. Acquire expertise, provide mentorship, assistance, and direction to others. Maintain a culture of risk management and control, aligned with risk appetite. Participate fully as a team member, supporting a positive, service‑oriented work environment. Educational Requirements University degree (preferred). 3–5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred). Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date. Complete Conduct & Practices Handbook (CPH) within first 90 days. CIRO Registered Representative (RR) license within first 90 days. Complete Wealth Management Essentials (WME) within first 30 months. Achieve Certified Financial Planner (CFP) designation within first 3 years. CFP Eligibility requires a university degree OR up to 10 years of qualifying work experience OR being a QAFP professional in good standing for at least 5 years at application time. Skills You Will Require Passion for financial planning and helping clients reach financial & life goals. Entrepreneurial spirit for prospecting external business development opportunities through networking and high‑value sales experience. Deep understanding of the industry, competitive landscape, economic market issues, and regulatory environment. Excellent people and problem‑solving skills to build and maintain client relationships. Strong communication skills; ability to work collaboratively and independently, provide assistance, and build relationships. Benefits & Compensation Our Total Rewards package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Other Information We provide training and onboarding sessions, regular performance and career development conversations, and accessibility accommodations throughout the interview process. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function & Industry Finance and Sales; Banking #J-18808-Ljbffr
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Personal Financial Planner
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San Juan De Terranova, Canada RBC Full timeA leading national bank is seeking an experienced Investment and Retirement Planner to provide customized investment solutions for clients. You will support clients in achieving their financial goals through tailored advice and develop new client relationships. Ideal candidates have a Financial Planning Designation, mutual funds license, and skills in...
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San Juan De Terranova, Canada Scotiabank Full timeA leading financial institution in St John's, Newfoundland and Labrador, seeks a Financial Planner to develop client relationships and provide tailored investment advice. The role offers a flexible work environment with opportunities for community engagement and a compensation structure that rewards a growing client base. Ideal candidates will have...
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Financial Planner
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San Juan De Terranova, Canada The Toronto-Dominion Bank (Canada) Full timeDescription TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business...
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SUN LIFE FINANCIAL ADVISOR
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San Juan De Terranova, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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San Juan de Terranova, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
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San Juan De Terranova, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
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Wealth Planner
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San Juan De Terranova, Canada TD Full timeA financial services company in St. John's is seeking a Financial Planner to manage client relationships and provide tailored advice. The ideal candidate has a university degree and 3–5 years in financial services. Responsibilities include identifying clients’ goals and conducting performance analysis. This full-time role offers competitive pay and...
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San Juan de Terranova, Canada Scotiabank Full timeA leading banking institution is seeking a Financial Planner for the St. John's Main Branch. You will establish and deepen client relationships while promoting investment growth through personalized advice. Ideal candidates possess strong financial planning experience and relevant certifications. The role offers a competitive compensation package and a...
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Wealth & Retirement Planner — Client Advisor
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San Juan De Terranova, Canada Scotiabank Full timeA leading banking institution is seeking a Financial Planner for the St. John's Main Branch. You will establish and deepen client relationships while promoting investment growth through personalized advice. Ideal candidates possess strong financial planning experience and relevant certifications. The role offers a competitive compensation package and a...
