Senior Financial Planner

Position: Senior Financial Planner at TD
Location: Quinte West

Advance your career as a Senior Financial Planner with TD Wealth in Trenton, Ontario. Leverage your expertise to empower clients with holistic financial planning and investment strategies.

TD Wealth is seeking a passionate Financial Planner with a strong background in banking services. You will cultivate meaningful client relationships and provide personalized financial insights to support their unique goals. This role emphasizes teamwork and collaboration, as well as continuous improvement in service delivery to elevate the client experience.

Key Responsibilities:

• Understand and support clients’ financial objectives

• Develop and deliver in-depth financial reviews

• Analyze data to create effective recommendations

• Collaborate with colleagues to drive business goals

• Mentor team members and support their development

Requirements:

• Bachelor’s degree preferred

• 3–5 years of relevant banking experience

• Willingness to obtain RR licensing

• Commitment to CFP designation within three years

• Strong analytical and communication skills

Harness your expertise and passion for finance to create lasting client relationships at TD Wealth in Trenton.
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