Entrepreneurial Financial Planner: Build Client Portfolio

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

Job summary

TD Wealth in Vaughan, Ontario is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. You will build your portfolio with an entrepreneurial model, earning commission-based compensation with a guaranteed base salary during the first four years.

In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client base.

Qualifications

• 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)
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.

Responsibilities

• 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

Skills

Client relationships

Financial planning

Business development

Communication

Team collaboration

Education

Bachelor’s degree

Job description

TD Wealth in Vaughan, Ontario is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. You will build your portfolio with an entrepreneurial model, earning commission-based compensation with a guaranteed base salary during the first four years.

In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client base.