Advance your career at TD Wealth as a Financial Planner in Guelph, Ontario. Engage with clients through personalized financial advice and drive business growth in a supportive setting.

This role emphasizes relationship-building with mass affluent clients and requires a passion for financial planning. You will leverage your expertise to analyze financial situations, offer tailored solutions, and contribute to a thriving team atmosphere. Commitment to client satisfaction and service excellence is paramount.

Key Responsibilities: • Build and maintain long-term client relationships • Deliver expert financial planning and advice • Work with a team to enhance the client experience • Continually assess and improve financial strategies • Uphold risk management standards within the organization

Requirements: • Bachelor's degree preferred • 3-5 years of banking experience in client management • Must obtain Registered Representative licensing • Aim to achieve CFP designation within three years • Strong interpersonal and communication abilities

Make a meaningful impact while developing professionally at TD Wealth. #J-18808-Ljbffr

📌 Client-Focused Financial Planner Position (Courtice)
🏢 TD
📍 Courtice