Build holistic financial plans for mass affluent clients as a Financial Planner with TD Wealth in Binbrook, Ontario. Use investment advice and relationship skills.

This Financial Planner role supports clients through tailored advice, financial reviews, and ongoing guidance. You will analyze data, develop recommendations, monitor service delivery, and strengthen long-term connections. The position offers an entrepreneurial business model for building a portfolio from the ground up.

Key Responsibilities:

- Understand clients' life and financial objectives
- Conduct in-depth financial reviews and provide ongoing guidance
- Analyze results and develop data-driven recommendations
- Collaborate with teams to enhance client experience




- Monitor service delivery and champion continuous improvement

Requirements:

- Bachelor's degree preferred
- Three to five years in banking services preferred
- Experience managing client relationships and providing tailored investment advice
- Willingness to obtain Registered Representative licensing
- Commitment to achieving the Certified Financial Planner designation within three years

Apply financial planning, investment advice, and relationship management expertise while building client connections for TD Wealth in Binbrook.

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