Join TD Wealth in Victoria as a Financial Planner, focusing on investment solutions and relationship building with affluent clients. Make a significant impact on client satisfaction and business success.
This role targets professionals with 3-5 years in the financial services industry, who possess a strong drive for client relationships and financial planning. You will conduct comprehensive reviews, analyze data for effective recommendations, and contribute to team success while enhancing service delivery. Continuous learning and helping others succeed are essential to your responsibilities.
Key Responsibilities:
• Build long-term relationships through financial expertise
• Analyze financial goals and provide tailored recommendations




• Track service effectiveness and improve operational efficiency
• Implement recent policies based on industry best practices
• Support teammates through guidance and mentorship
Requirements:
• University Degree preferred
• 3-5 years of relationship management experience
• Obtain CIRO license within first 120 days
• Certified Financial Planner designation within 3 years
• Commitment to client-focused service and teamwork
Drive client financial success and personal growth at TD Wealth in Victoria.
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📌 TD Wealth Financial Planner Role (Victoria)
🏢 TD Bank
📍 Victoria