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Job Description & How to Apply Below
This Financial Planner position offers an entrepreneurial model for building a client portfolio from the ground up. You will manage relationships, conduct financial reviews, analyze data, and develop recommendations. The role also emphasizes business development, networking, high-value sales, and service excellence.
Key Responsibilities:
Understand clients’ life and financial objectives
Conduct in-depth financial reviews and provide ongoing guidance
Analyze results and develop financial recommendations
Build client relationships and grow your portfolio
Monitor service delivery and champion continuous improvement
Requirements:
Three to five years’ banking services experience preferred
Experience managing client relationships and providing investment advice
Bachelor’s degree preferred
Willingness to obtain Registered Representative licensing if needed
Commitment to earn the Certified Financial Planner designation within three years
Use financial planning, relationship management, and investment advice skills to support TD Wealth clients in Brampton.
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