Build holistic financial plans for mass affluent clients as a Financial Planner with TD Wealth in Owen Sound, Ontario. Use relationship management and investment advice to support client goals.
This Financial Planner role focuses on client relationships, tailored advice, and business growth. You will conduct financial reviews, analyze results, develop recommendations, and evaluate financial programs. The position also includes collaboration, mentoring, service improvement, and risk management aligned with TD’s risk appetite.
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 champion continuous improvement
Mentor colleagues and uphold risk management controls
Requirements: Bachelor’s degree preferred
Three to five years’ banking services experience preferred
Client relationship management and tailored investment advice experience
Willingness to obtain Registered Representative licensing with CIRO
Commitment to achieving the CFP designation within three years
Apply financial planning, relationship management, and investment advice expertise while supporting TD Wealth clients across Owen Sound.