Help mass affluent clients pursue financial goals as a TD Financial Planner in Mississauga, using holistic planning and tailored investment advice. Build lasting relationships through ongoing guidance and support.
Within TD Wealth, this Financial Planner position centers on client relationships, financial reviews, recommendations, and business growth. You will build a portfolio, evaluate financial programs, collaborate with colleagues, and uphold risk management. The role suits professionals passionate about financial planning, networking, high-value sales, and client service.
Key Responsibilities:
- Understand clients’ life and financial objectives
- Conduct financial reviews and provide ongoing guidance
- Analyze results and develop data-driven recommendations
- Build a portfolio through business development
- Maintain risk management and control standards
Requirements:
- Bachelor’s degree preferred
- Three to five years’ banking services experience preferred
- Client relationship and tailored investment advice experience preferred
- Obtain Registered Representative licensing through CIRO if required
- Commit to CFP designation within three years
Bring holistic financial planning, client relationship management, and investment advice expertise to TD Wealth in Mississauga, Ontario.