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 organizationRequirements:- 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 abilitiesMake a meaningful impact while developing professionally at TD Wealth.#J-18808-Ljbffr

📌 Cfp Financial Planner – Investment & Retirement Strategy - C$60,000 - C$70,000 A Year (Courtice)
🏢 BDO Canada
📍 Courtice