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.