Experienced Financial Planner Wealth

Position: Experienced Financial Planner at TD Wealth
Join TD Wealth as an Experienced Financial Planner in East York, Ontario, and help clients achieve their financial goals. This role combines your expertise and a client-focused approach for impactful planning.

As part of TD Wealth, you will work with mass affluent clients, utilizing your 3-5 years of banking experience to conduct comprehensive financial reviews. You will have the chance to mentor colleagues and foster a collaborative environment while building your unique portfolio. Your enthusiasm for entrepreneurship will thrive in this commission-based role with a guaranteed salary for the initial four years.

Key Responsibilities:

• Engage clients to understand their financial aspirations

• Analyze financial data for program effectiveness

• Work with a team to enhance client experiences

• Promote continuous improvement in service delivery

• Keep abreast of industry best practices and trends

Requirements:

• Bachelor's degree preferred

• 3-5 years in a client service role in banking

• Commitment to obtaining Registered Representative licensing

• Aspiration to achieve CFP designation within three years

• Strong networking and business development skills

Make a difference in people's financial lives with TD Wealth.
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