Financial Planner

Job Overview

Work Location:

Hamilton, Ontario, Canada
- Hours:

37.5 hours per week. Line of Business: TD Wealth.

As a Financial Planner, you will empower mass affluent clients through holistic financial planning and advice. You will build your portfolio from the ground up, cultivate strong client relationships, and drive business growth.

• Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.
• Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
• Collaborate with the team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.
• Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.
• Stay informed on industry best practices and emerging trends to remain at the forefront of financial planning.
• Share expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment.
• Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.
• Engage fully as a valued team member and contribute to a positive, service-oriented workplace.

• Bachelor’s degree (preferred).
• 3-5 years of experience in banking services with a track record of managing client relationships and providing tailored investment advice (preferred).
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) if not currently licensed.
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
• CFP eligibility: university degree or up to 10 years of qualifying work experience, or have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.

• Passion for financial planning and a drive to help clients realize financial and life goals.
• Entrepreneurial mindset with experience in business development, networking, and high-value sales.
• Comprehensive understanding of the industry landscape, economic trends, and regulatory requirements.
• Exceptional interpersonal and problem-solving abilities for building lasting client relationships.
• Excellent communication skills and flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others.

• Base salary $60,000 - $70,000 CAD.
• Commission-based earnings with a guaranteed base salary for the first four years.
• Competitive benefits: health & well-being benefits, retirement savings plans, paid time off, banking benefits and discounts, career development opportunities, rewards and recognition programs.