Financial Planner at TD Wealth

Location: Central

Enhance your career as a Financial Planner with TD Wealth in Parry Sound, Ontario. Help mass affluent clients achieve financial goals through comprehensive planning and relationship building.

As a Financial Planner, you'll utilize your expertise to guide clients in financial and investment strategies. With a focus on relationship management, you'll provide tailored advice while contributing to department goals and enhancing customer loyalty. Your insights and analysis will help improve overall service efficiency and program effectiveness.

Key Responsibilities:

• Identify and assess clients’ financial goals

• Conduct reporting and deliver actionable recommendations

• Strengthen team contributions to client service

• Monitor service standards and propose improvements

• Provide mentorship and support to colleagues

Requirements:

• University Degree preferred; 3–5 years in financial services

• Canadian Securities Course or CFA Level 1 required

• CIRO Registered Representative license within 90 days

• Strong understanding of financial planning and market dynamics

• Excellent problem-solving and communication skills

Leverage your financial expertise and client relationship skills to make a significant impact at TD Wealth.
#J-18808-Ljbffr