Financial Planner

Financial Planner – TD Wealth

TD Wealth is a sophisticated wealth planning firm. We seek an experienced professional to provide comprehensive financial planning and advice to mass affluent investors.

• Identify client life and financial goals, provide comprehensive reviews, build long-term relationships through financial planning expertise.
• Conduct reporting and relevant analysis, make recommendations, and continually assess the effectiveness of programs.
• Contribute to team and department goals while strengthening customer service.
• Monitor service productivity, assess efficiency and implement continuous improvements.
• Maintain knowledge of best practices, procedures and emerging trends.
• Provide mentorship and direction to others.
• Maintain a culture of risk management and control aligned with risk appetite.
• Participate fully as a team member and support a positive service‑oriented work environment.

• Financial planner diploma from the Institute of Financial Planning (IPF) prior to start date.
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) prior to start date.
• 3 to 5 years of banking experience.
• Bilingualism (English and French) required.

• CIRO license (required within first 90 days).
• Complete Conduct & Practices Handbook (CPH) within first 90 days.
• Complete Wealth Management Essentials (WME) within first 30 months.
• Deep understanding of industry, competitive landscape and economic market issues.
• Strong communication skills; ability to work collaboratively and independently.

• Passion for financial planning and motivation to help clients reach life goals.
• Entrepreneurial spirit for external business development through networking.
• Deep industry, market and regulatory understanding.
• Excellent people, problem‑solving and relationship‑building skills.
• Strong communication skills and independence.

• Base salary and variable compensation.
• Health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts.
• Career development, training, mentoring and recognition programs.

Language Requirement (Quebec only):
Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.