Financial Planner - Mount Forest & Listowel

TD; Mount Forest; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Commission-based earnings

Growth opportunities

Job summary

A leading financial institution is seeking a Financial Planner in Mount Forest, Ontario. The role is focused on empowering clients through holistic financial planning. Responsibilities include building strong relationships, delivering tailored advice, and mentoring colleagues. The ideal candidate should have a Bachelor's degree, relevant experience in banking services, and a commitment to obtaining CFP designation. This position offers competitive compensation and opportunities for growth.

Qualifications

• 3–5 years of experience in banking services managing client relationships.
• Willingness to obtain Registered Representative (RR) licensing.
• Commitment to achieving CFP designation within three years.

Responsibilities

• Build strong client relationships and deliver expert advice.
• Leverage data-driven insights for financial program effectiveness.
• Collaborate with teams to enhance client experience.

Skills

Financial planning

Relationship management

Business development

Communication skills

Problem-solving

Education

Bachelor’s degree preferred

Certified Financial Planner (CFP) designation

Up to 10 years of qualifying work experience

Job description

Work Location: Mount Forest, Ontario, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $60,000 - $70,000 CAD

This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

Join Our Team as a Financial Planner

Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

Responsibilities

In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:

• Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long‑term connections through ongoing support and guidance
• Leveraging data‑driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
• Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
• Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
• Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
• Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
• Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
• Engaging fully as a valued team member and contributing to a positive, service‑oriented workplace

What We’re Looking For

• Bachelor’s degree preferred
• 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
• CFP Eligibility requirements: University Degree OR meet one of the following:
• Up to 10 years of qualifying work experience
• Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

Key Skills That Set You Apart

• A genuine passion for financial planning and a drive to help clients realize their financial and life goals
• An entrepreneurial mindset with experience in business development, networking, and high‑value sales
• A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
• Exceptional interpersonal and problem‑solving abilities for building lasting client relationships
• Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec Only)

Sans Objet

We look forward to hearing from you!