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. #J-18808-Ljbffr

📌 Financial Planner - Part Time at TD (Wingham)
🏢 Superprof
📍 Wingham