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

This Financial Planner role focuses on strengthening client relationships, delivering tailored advice, and contributing to business growth. You will conduct financial reviews, analyze results, develop recommendations, and evaluate financial programs. The position also involves collaboration, service excellence, risk management, mentoring, and continuous improvement.

Key Responsibilities:

- Understand clients’ life and financial objectives through detailed reviews
- Develop recommendations using data-driven analysis and financial insights
- Build lasting relationships through ongoing guidance and support




- Monitor service delivery and champion efficiency improvements
- Mentor colleagues while supporting risk management and control

Requirements:

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

Bring financial planning expertise, client relationship skills, and investment advice experience to TD Wealth in Waterloo.

📌 Financial Planner Client Advice (Canada)
🏢 TD Bank Group
📍 Canada