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 environment. 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
- Robust interpersonal and communication abilities Make a meaningful impact while developing professionally at TD Wealth.

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