Shape your career as a Financial Planner with TD Wealth in Brockville, Ontario. Drive meaningful financial planning initiatives for mass affluent clients.
As a part of our dedicated team at TD Wealth, you will support clients in navigating their financial journeys through personalized planning and advice. Utilize your banking experience to build lasting client relationships and lead data-driven financial reviews. Your professional development will be a priority as you work towards your CFP designation.
Key Responsibilities:
• Partner with clients for tailored financial insights
• Analyze results and refine financial plans
• Collaborate with team members to enhance client experience
• Monitor productivity and identify efficiency opportunities
• Support colleagues through mentorship
Requirements:
• Preferred Bachelor’s degree
• 3–5 years in banking or financial services
• Commitment to obtaining Registered Representative licensing
• Aiming for Certified Financial Planner designation
• Solid communication and relationship-building skills
Join TD Wealth to make impactful contributions to clients’ financial success.
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