Financial Planner - Delhi
Job in
Tillsonburg, Woodstock, Ontario, Canada
Listing for:
TD
Full Time
position
Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Position: Financial Planner - Delhi, ON
Location: TillsonburgDescription
:
Join Our Team as a Financial Planner
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.
In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:
Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidanceLeveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practicesCollaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellenceMonitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiativesStaying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planningSharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environmentUpholding a strong culture of risk management and control, aligned with the organization’s risk appetiteEngaging fully as a valued team member and contributing to a positive, service-oriented workplaceWhat We’re Looking For
Bachelor’s degree preferred3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensedCommitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.CFP Eligibility requirements:
University Degree OR meet one of the following:
Up to 10 years of qualifying work experience
Have been a QAFP professional in good standing for a minimum of 5 years at the time of applyingKey Skills That Set You Apart
A genuine passion for financial planning and a drive to help clients realize their financial and life goalsAn entrepreneurial mindset with experience in business development, networking, and high-value salesA comprehensive understanding of the industry landscape, economic trends, and regulatory requirementsExceptional interpersonal and problem-solving abilities for building lasting client relationshipsExcellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with othersIf you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits,…
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