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Job Description & How to Apply Below
Work Location:
Georgetown, Ontario, Canada
Hours:
37.5
Line of Business:
TD Wealth Pay Details:$60,000 - $70,000 CADThis role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.
We offer a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up. Compensation is commission-based, with a guaranteed base salary during the first four years. In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth.
Your responsibilities will include:
Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
Engaging fully as a valued team member and contributing to a positive, service-oriented workplace
What We’re Looking For Bachelor’s degree preferred3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
CFP Eligibility requirements:
University Degree OR meet one of the following:
Up to 10 years of qualifying work experience
Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Key Skills That Set You Apart
A genuine passion for financial planning and a drive to help clients realize their financial and life goals
An entrepreneurial mindset with experience in business development, networking, and high-value sales
A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
Exceptional interpersonal and problem-solving abilities for building lasting client relationships
Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others
If you’re ready to shape your…
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