Become a Financial Planner with TD Wealth in Oakville, Ontario, where you will provide holistic financial advice to mass-affluent clients. Focus on building lasting relationships and driving client success through expert insights.
This position requires a solid background in banking, with 3–5 years of experience in client relationship management. You will work collaboratively to improve the overall client experience and deliver meaningful financial solutions. Your entrepreneurial mindset will be crucial for driving growth and mentoring colleagues in this supportive environment.
Key Responsibilities:
• Understand clients' life and financial goals
• Utilize insights to enhance financial programs




• Collaborate to improve client experiences
• Monitor efficiency and productivity in service delivery
• Mentor team members and uphold risk management culture
Requirements:
• Bachelor’s degree highly preferred
• 3–5 years experience in banking
• Willingness to obtain RR licensing if necessary
• Achieve CFP designation within three years
• Exceptional communication and problem-solving skills
Maximize client impact and drive business growth as a Financial Planner at TD Wealth.
#J-18808-Ljbffr

📌 Financial Planner at TD Wealth, Oakville
🏢 TD
📍 Oakville