TD Wealth Financial Planner Position

Empower clients at TD Wealth as a Financial Planner based in Toronto, Ontario. This full-time position focuses on holistic financial planning and client relationships for mass affluent individuals.

TD Wealth seeks a dedicated Financial Planner with a bachelor’s degree and 3–5 years in banking services. You will foster strong client connections by providing tailored financial advice while driving your business growth. This role requires the ambition to achieve CFP designation and an entrepreneurial approach to client management.

Key Responsibilities:

• Understand clients' life and financial objectives

• Conduct in-depth financial reviews for clients

• Collaborate with team members to improve client experiences

• Analyze financial outcomes and recommend improvements

• Mentor colleagues to build a supportive environment

Requirements:

• Bachelor’s degree preferred

• 3–5 years of banking experience

• Willingness to obtain RR licensing

• Commitment to achieve CFP within three years

• Strong interpersonal and problem-solving skills

Become a trusted advisor at TD Wealth, helping clients realize their financial ambitions.
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