Work Location : Winnipeg, Manitoba, Canada

Hours : 37.5

Line of Business : TD Wealth

Pay Details : $60,000 - $70,000 CAD

This role is eligible for commission based earnings.

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most skilled and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

With a focus on relationship management, advice and business development, you will:

- Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
- Contribute to team and department goals while strengthening customer service and dedication
- Monitor service, productivity and assess efficiency and implement continuous improvements
- Be knowledgeable of best practices and procedures and stay ahead of emerging trends- Maintain a culture of risk management and control, supported by aligned risk appetite
- Participate fully as a member of the team, support a positive and service-oriented work environment





Educational Requirements :

- University Degree (preferred)

- 3 - 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)

- CIRO Registered Representative (RR) license within first 120 days in role

- Achieve Certified Financial Planner (CFP) designation within first 3 years in role

- CFP Eligibility requirements: _University Degree OR meet one of the following:

- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

- Up to 10 years of qualifying work experience

Skills you will require :

- Passion for financial planning and driven to help clients reach their financial & life goals
- Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
- Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
- You have excellent people and problem-solving skills that help you build and maintain client relationships
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship

LI-Wealth

Who We Are : TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day,



we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information : We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring progra

📌 Financial Planner - Henderson (Winnipeg)
🏢 TD Bank
📍 Winnipeg