Build holistic financial plans for mass affluent clients as a Financial Planner with TD Wealth in Windsor, Ontario. Use relationship management and investment advice daily.
This Financial Planner role focuses on client relationships, tailored advice, and business growth. You will conduct financial reviews, analyze results, develop recommendations, and support long-term client connections. Collaboration, service excellence, risk management, and continuous improvement are central to the work.
Key Responsibilities: Understand clients’ life and financial objectives
Conduct financial reviews and provide ongoing guidance
Develop recommendations using data-driven insights
Monitor service delivery and champion efficiency improvements
Mentor colleagues while supporting shared team objectives
Requirements: Bachelor’s degree preferred
Three to five years’ banking services experience preferred
Experience managing client relationships and providing investment advice
Willingness to obtain Registered Representative licensing with CIRO
Commitment to achieving the CFP designation within three years
Bring financial planning, communication, and relationship-building expertise to help TD Wealth clients pursue their financial and life goals.