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 solid 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.