Financial Planning Specialist

3 days ago


Halifax, Nova Scotia, Canada TD Full time

About the Role

We are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planner, you will play a key role in helping clients achieve their financial goals and objectives.

Key Responsibilities:

  • Identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise.
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies, and practices.
  • Contribute to team and department goals while strengthening customer service and dedication.

Requirements:

  • University degree preferred
  • 3-5 years experience in financial services managing client relationships, providing financial advice and tailored investment solutions preferred
  • Canadian Securities Course or CFA Level 1 required before start date
  • CIRO Registered Representative (RR) license within first 90 days in role
  • Achieve Certified Financial Planner (CFP) designation within first 3 years in role


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