Experienced Financial Planner at TD

Pursue a fulfilling career as a Financial Planner with TD, focusing on comprehensive financial advice for mass affluent clients. Utilize your skills to help clients achieve their financial goals.

As an experienced Financial Planner, you will engage with clients to identify their life and financial goals while building lasting relationships. Your expertise will drive comprehensive reviews, strategic recommendations, and continuous improvements in service delivery. Collaborate with a dedicated team to enhance client experiences and meet department goals in a supportive environment.

Key Responsibilities:

• Identify client life and financial goals with tailored reviews

• Conduct analysis and draw meaningful conclusions for clients

• Monitor service productivity and implement improvements

• Stay ahead of industry trends and best practices

• Mentor and guide team members in financial planning

Requirements:

• University degree preferred

• 3–5 years in financial services with client management

• CIRO Registered Representative (RR) license within 120 days

• Achieve CFP designation within 3 years

• Strong dedication to financial planning and client success

Leverage your financial expertise to empower TD clients in reaching their financial objectives.
#J-18808-Ljbffr