Build holistic financial plans for mass affluent clients as a Financial Planner with TD Wealth in Toronto, Ontario. Use relationship management and investment advice to support client goals.

This Financial Planner role offers an entrepreneurial model for building a portfolio from the ground up. You will conduct financial reviews, develop recommendations, and provide ongoing guidance. The position emphasizes client relationships, business development, networking, high-value sales, and service excellence. A bachelor’s degree is preferred, alongside three to five years of banking services experience.

Key Responsibilities:

- Understand clients’ life and financial objectives
- Conduct in-depth financial reviews and provide ongoing guidance
- Analyze results and develop data-driven recommendations




- Monitor service delivery and champion continuous improvement
- Mentor colleagues and uphold risk management controls

Requirements:

- Bachelor’s degree preferred
- Three to five years of banking services experience preferred
- Experience managing client relationships and providing investment advice
- Obtain Registered Representative licensing with CIRO if required
- Commit to achieving the CFP designation within three years

Apply financial planning, relationship management, and investment advice skills while developing a TD Wealth client portfolio in Toronto.

📌 Financial Planner TD Wealth Toronto
🏢 TD
📍 Toronto