Financial Planner Wealth

Position: Financial Planner at TD Wealth
Location: Quinte West

Elevate your career as a Financial Planner with TD Wealth in Trenton, Ontario. Drive client success through tailored financial planning and holistic advice while enjoying competitive compensation.

At TD Wealth, we’re looking for an experienced Financial Planner to build strong client relationships and provide expert investment guidance. With a focus on empowering clients, you will conduct comprehensive financial reviews and analyze data-driven results to enhance their financial journeys. Collaborate with your team to enhance client satisfaction while embracing opportunities for ongoing professional development.

Key Responsibilities:

• Partner with clients to understand their financial objectives

• Conduct in-depth financial reviews and ongoing support

• Analyze financial data and make tailored recommendations

• Collaborate with team members to achieve client goals

• Mentor colleagues to foster a supportive environment

Requirements:

• Bachelor’s degree preferred

• 3–5 years in banking with client relationship management

• Willingness to obtain RR licensing

• Commitment to achieving CFP designation

• Strong communication and problem-solving skills

Shape client futures with expert financial planning and a focus on relationship building at TD Wealth in Trenton.
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