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TD Financial Planner
Job Description & How to Apply Below
TD Wealth seeks a Financial Planner in Brampton, Ontario, using holistic financial planning and client relationship skills to support mass affluent clients.
This Financial Planner role offers an entrepreneurial model for building a portfolio from the ground up. You will conduct financial reviews, provide tailored investment advice, and develop recommendations using data-driven insights. The position also emphasizes ongoing client guidance, business development, and service excellence.
Key Responsibilities:- Understand clients’ life and financial objectives
- Conduct in-depth financial reviews and provide ongoing guidance
- Develop recommendations using data-driven insights
- Build client relationships and grow your portfolio
- Monitor service delivery and champion continuous improvement
- Bachelor’s degree preferred
- Three to five years’ banking services experience preferred
- Experience managing client relationships and providing investment advice preferred
- Willingness to obtain Registered Representative licensing with CIRO
- Commitment to achieving the Certified Financial Planner designation within three years
Bring financial planning, investment advice, and relationship-building skills to TD Wealth’s Financial Planner team in Brampton.
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