Help clients achieve financial success as a Planner with TD Wealth in Kanata, Ontario. This position focuses on client empowerment through tailored financial planning and actionable insights. As a Planner, you will cultivate strong client relationships and provide comprehensive financial reviews.

Your focus will include analyzing results, collaborating with your team for superior service, and mentoring colleagues in a supportive workplace. Staying at the forefront of industry knowledge will be crucial to your success in this role. Key Responsibilities:

- Build client relationships through personalized financial advice
- Analyze financial data and develop recommendations
- Work collaboratively to achieve team objectives
- Monitor service delivery for efficiency improvements
- Share your financial expertise by mentoring team members

Requirements:

- Bachelor's degree preferred
- 3-5 years of banking service experience
- Willingness to gain RR licensing
- Aspiration for CFP certification within three years
- Entrepreneurial mindset with high-value sales experience

Drive meaningful financial outcomes for clients while developing your career with TD Wealth.

📌 Join TD Wealth as a Planner (Ottawa)
🏢 TD
📍 Ottawa