Empower clients with financial planning expertise at TD, a top global bank. This part-time Financial Planner role focuses on relationship building and delivering tailored advice.

TD is looking for a part time Financial Planner with 3–5 years of banking experience. In this role, you’ll partner with clients, perform in-depth financial reviews, and contribute to business growth through your strategic insights. Your dedication to holistic financial advice will enhance client experiences and build lasting relationships.

Key Responsibilities:

- Build solid, trust-based client relationships
- Conduct detailed financial reviews and assessments
- Mentor colleagues to elevate team performance
- Monitor service delivery and identify improvement areas
- Stay updated on industry trends and best practices

Requirements:

- 3-5 years in banking services preferred
- Willingness to obtain CIRO licensing
- Commitment to achieving CFP designation
- Excellent communication and interpersonal skills
- Proven business development experience

Leverage your financial expertise to make a significant impact on clients' lives as a Financial Planner at TD.

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📌 Financial Planner - Part Time at TD (Ottawa)
🏢 Recognized
📍 Ottawa