Financial Planner Wealth

Position: Financial Planner Opportunity at TD Wealth
Empower clients through financial planning with TD Wealth in Guelph, Ontario. This role emphasizes holistic advice, relationship building, and a focus on client success.

As a Financial Planner, you'll work closely with mass affluent clients to understand and achieve their financial goals. This role requires a minimum of 3–5 years in banking services and offers a supportive environment to develop your client portfolio. You'll engage in mentorship while driving service excellence and maintaining a risk management culture.

Key Responsibilities:

• Partner with clients to identify their financial objectives

• Analyze data to enhance financial program effectiveness

• Collaborate with team members to improve client experience

• Monitor service delivery and propose efficiency opportunities

• Stay updated on finance industry trends and best practices

Requirements:

• Bachelor’s degree preferred

• 3–5 years banking service experience required

• Willingness to obtain Registered Representative licensing

• Commitment to achieve Certified Financial Planner designation

• Knowledge of economic trends and regulatory requirements

Bring your passion for financial advising and relationship building to help clients succeed with TD Wealth in Guelph.
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