Financial Planner at TD Wealth

Location: Bolton

Empower clients with tailored financial strategies as a Financial Planner at TD Wealth in Bolton, Ontario. You will build client relationships and provide expert advice to drive business growth.

This role demands a forward-thinking professional passionate about holistic financial advice. You will partner with clients to understand their financial goals while conducting in-depth reviews. Additionally, you’ll leverage data to refine financial strategies and enhance the overall client experience.

Key Responsibilities:

• Partner with clients to define their financial objectives

• Conduct detailed financial reviews to support client needs

• Collaborate with team members to meet shared goals

• Analyze insights to improve financial programs continuously

• Mentor colleagues to strengthen team capabilities

Requirements:

• Bachelor’s degree preferred

• 3-5 years of banking experience in client relationship management

• Willingness to obtain Registered Representative (RR) licensing

• Commitment to achieving Certified Financial Planner (CFP) designation

• Understanding of industry regulations and trends

Shape the future for clients while advancing your career as a Financial Planner with TD Wealth.
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