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Financial Planner: Client Portfolio

Job in Oakville, Ontario, B8B, Canada
Listing for: TD Securities
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Banking & Finance, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planner: Grow Your Client Portfolio
A global financial institution in Oakville, Ontario is seeking a Financial Planner to empower clients through holistic financial planning. This role involves understanding client objectives, analyzing financial data, and collaborating with teams to enhance service quality. The ideal candidate will have a Bachelor’s degree and 3-5 years of banking experience, with a commitment to achieving the Certified Financial Planner designation.

Competitive commission-based earnings are offered, encapsulating growth and skill development opportunities.
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