Build holistic financial plans for mass affluent clients with TD Wealth in Brampton, using client relationship management and tailored investment advice. Work 37.5 hours weekly.
As a Financial Planner, you will understand clients’ life and financial objectives, conduct reviews, and provide ongoing guidance. The role offers an entrepreneurial model for building a portfolio from the ground up. You will analyze results, develop recommendations, and support client-focused service excellence. Commission-based earnings apply, with a guaranteed base salary during the first four years.
Key Responsibilities:
- Understand clients’ life and financial objectives
- Conduct in-depth financial reviews and provide ongoing guidance
- Develop recommendations using data-driven insights
- Monitor service delivery and identify efficiency opportunities
- Mentor colleagues and uphold risk management controls
Requirements:
- Bachelor’s degree preferred
- Preferred three to five years banking services experience
- Experience managing client relationships and providing investment advice
- Willingness to obtain Registered Representative licensing through CIRO
- Commitment to achieving CFP designation within three years
Bring financial planning, client relationship, and investment advice expertise to TD Wealth clients while building your Brampton portfolio.