Help mass affluent clients pursue financial goals as a Financial Planner with TD Wealth in Brampton, using holistic planning and tailored investment advice.

This Financial Planner position offers an entrepreneurial model for building a client portfolio from the ground up. You will manage relationships, conduct financial reviews, analyze data, and develop recommendations. The role also emphasizes business development, networking, high-value sales, and service excellence.

Key Responsibilities:

- Understand clients’ life and financial objectives
- Conduct in-depth financial reviews and provide ongoing guidance
- Analyze results and develop financial recommendations
- Build client relationships and grow your portfolio
- Monitor service delivery and champion continuous improvement

Requirements:

- Three to five years’ banking services experience preferred
- Experience managing client relationships and providing investment advice
- Bachelor’s degree preferred
- Willingness to obtain Registered Representative licensing if needed
- Commitment to earn the Certified Financial Planner designation within three years

Use financial planning, relationship management, and investment advice skills to support TD Wealth clients in Brampton.

📌 Financial Planner TD Wealth Brampton (Canada)
🏢 TD Bank Group
📍 Canada