Mass Affluent Financial Planner

Position: Mass Affluent Financial Planner Role
Location: Stayner

Transform lives through effective financial planning as a Mass Affluent Financial Planner iver holistic planning and investment advice to help clients fulfill their financial goals.

The Financial Planner role at TD is centered on empowering mass affluent clients. You will partner closely with clients, conducting financial reviews and crafting tailored plans based on in-depth insights. The position emphasizes collaboration with your team, client service excellence, and ongoing professional development through mentoring.

Key Responsibilities:

• Conduct thorough financial reviews with mass affluent clients

• Utilize insights to create actionable financial recommendations

• Work collaboratively to enhance the client experience

• Identify and implement strategies for increased efficiency

• Uphold a strong culture of risk management

Requirements:

• Preferred Bachelor’s degree

• 3–5 years of experience in banking and client management

• Willingness to pursue RR licensing with CIRO

• Commitment to attaining CFP designation

• Strong knowledge of economic trends and regulatory demands

Leverage your passion for financial planning and client empowerment at TD to make a meaningful impact.
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