Financial Planner Mass Affluent Clients
Job in
Guelph, Ontario, Canada
Listed on 2026-06-03
Listing for:
The Toronto-Dominion Bank (Canada)
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Empower mass affluent clients in their financial journey as a Financial Planner. Utilize your expertise to provide holistic planning and support tailored to their unique needs.
In this role, you'll engage with clients to uncover their life and financial objectives. With 3-5 years of experience in banking and a commitment to the Certified Financial Planner designation, you'll leverage data to develop impactful recommendations and maintain long-term relationships. Collaboration with your team will enhance client experiences while ensuring service excellence.
Key Responsibilities:
• Partner with clients to assess financial objectives
• Analyze data to improve financial program effectiveness
• Collaborate with the team to elevate client services
• Champion continuous improvement initiatives
• Mentor colleagues and foster a supportive work environment
Requirements:
• Bachelor’s degree preferred
• 3–5 years in banking with client management experience
• Willingness to secure RR licensing
• Commitment to achieve CFP designation
• Strong understanding of industry trends and regulations
Bring your passion for financial planning and client relations to make an impactful difference.
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