Build holistic financial plans for mass affluent clients at TD Wealth in Binbrook, Ontario, using relationship management and investment advice skills. This full-time role offers 37.5 hours weekly.

As a Financial Planner, you will understand clients’ life and financial objectives, conduct detailed reviews, and provide tailored investment advice. You will build a portfolio through an entrepreneurial business model while supporting client experience and business growth. The role suits candidates with banking services experience, business development ability, and robust communication skills.

Key Responsibilities:

- Understand client objectives through in-depth financial reviews
- Develop recommendations using data-driven insights and analysis
- Build client relationships through ongoing guidance and support




- Monitor service delivery and identify efficiency improvements
- Stay informed about financial planning trends and practices

Requirements:

- Bachelor’s degree preferred
- Three to five years’ banking services experience preferred
- Experience managing relationships and providing tailored investment advice
- Willingness to obtain CIRO Registered Representative licensing
- Commitment to achieving the CFP designation within three years

Use holistic planning, investment advice, and relationship management to help TD Wealth clients pursue financial and life goals.

📌 Financial Planner TD Wealth Binbrook (Canada)
🏢 TD
📍 Canada