Financial Planner: Build Wealth & Client Relationships

The Toronto-Dominion Bank (Canada); Grimsby; On-site; CAD 60,000 - 70,000; Full time

Job summary

The Toronto-Dominion Bank (Canada) in Grimsby, Ontario, is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. You will build your portfolio from the ground up in a unique entrepreneurial model with a guaranteed base salary for the first four years and commission-based earnings thereafter.

You will focus on delivering expert advice, cultivating long-term client relationships, and driving business growth within a collaborative team

Qualifications

• Bachelor’s degree preferred.
• 3–5 years of experience in banking services.
• Willingness to obtain RR licensing with CIRO.
• Commitment to achieving the CFP designation within the first three years.
• CFP eligibility: university degree OR up to 10 years of qualifying work experience OR 5 years as a QAFP in good standing.

Responsibilities

• Partner with clients to understand life and financial objectives and foster long-term relationships.
• Conduct in-depth financial reviews and provide ongoing guidance.
• Leverage data-driven insights to develop recommendations and measure program effectiveness.
• Collaborate with the team to achieve objectives and enhance client experience.
• Mentor colleagues and uphold a culture of risk management and compliance.
• Drive business growth by building a strong client base and delivering expert advice.

Skills

Entrepreneurial mindset

Business development

Networking

Regulatory requirements

Education

Bachelor's degree preferred

Job description

The Toronto-Dominion Bank (Canada) in Grimsby, Ontario, is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. You will build your portfolio from the ground up in a unique entrepreneurial model with a guaranteed base salary for the first four years and commission-based earnings thereafter.

You will focus on delivering expert advice, cultivating long-term client relationships, and driving business growth within a collaborative team