Financial Planner at TD Wealth

Location: Bolton

Elevate your career as a Financial Planner with TD Wealth in Bolton, Ontario. This role focuses on empowering clients through holistic financial planning and expert advice.

TD Wealth is seeking a passionate Financial Planner to build strong client relationships and deliver tailored advice. In this position, your entrepreneurial spirit will drive business growth while you leverage data insights and stay current with industry trends. You'll also mentor colleagues and uphold a strong culture of service excellence throughout your responsibilities.

Key Responsibilities:

• Partner with clients on financial objectives and reviews

• Analyze results and develop recommendations based on data

• Collaborate with team members to enhance client experience

• Monitor productivity, identifying efficiency improvement areas

• Stay updated on industry best practices and trends

Requirements:

• Bachelor's degree preferred with 3-5 years in banking

• Commitment to achieve Certified Financial Planner (CFP) designation

• Willingness to obtain Registered Representative (RR) licensing

• Exceptional problem-solving and communication skills

• Experience in business development and high-value sales

Become part of TD Wealth and impact clients' financial objectives with your expertise.