Holistic Financial Planner at TD Wealth

Become a Holistic Financial Planner with TD Wealth in Hamilton, Ontario. This role focuses on empowering clients by delivering comprehensive financial planning and investment advice.

As a valued planner within TD Wealth, you will engage clients, understanding their financial goals while leveraging your banking experience.

Your role involves continuous mentoring, collaboration with colleagues, and guiding clients with effective financial strategies. Upholding risk management practices is essential as you foster lasting relationships and contribute to team success.

Key Responsibilities:

• Build and nurture long-term client relationships

• Analyze client needs to provide strategic financial advice

• Collaborate to enhance the overall client service experience

• Monitor workflow efficiency and promote improvements

• Share expert insights and mentor peers in the team

Requirements:

• Bachelor’s degree preferred

• 3-5 years in banking with client management experience

• Commitment to obtaining RR license

• Pursuit of CFP designation required

• Strong analytical and interpersonal skills

Drive client success and business growth as a Financial Planner at TD Wealth, engaging and guiding clients on their financial journeys in Hamilton.
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