Financial Planner - St. Thomas

Work Location
St. Thomas, Ontario, Canada

Hours
37.5 hours per week

Line Of Business
TD Wealth

Pay Details
$60,000 - $70,000 CAD (base salary). This role is eligible for commission-based earnings.

Join Our Team as a Financial Planner

Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

• 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 your 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 meet at least one of the following:
  • Up to 10 years of qualifying work experience.
  • 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 their financial and life goals.
• Entrepreneurial mindset with experience in business development, networking, and high-value sales.
• Comprehensive understanding of industry landscape, economic trends, and regulatory requirements.
• Exceptional interpersonal and problem-solving abilities for building lasting client relationships.
• Excellent communication skills, with flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others.

Our Total Rewards package includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

• Regular development conversations, training programs, and a competitive benefits plan to help you thrive both at work and at home.
• Access to an online learning platform, mentoring programs, and a variety of career development opportunities.
• Structured training and onboarding sessions to ensure you have everything you need to succeed in your new role.

We will reach out to candidates of interest to schedule interviews and will communicate outcomes to all applicants by email or phone call.

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help remove barriers throughout the interview process.

Sans Objet