Financial Planner: Build Your High-Impact Client Portfolio

TD Bank Group; Burlington; Hybrid; CAD 60,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

TD Bank Group in Canada is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. Build your portfolio from the ground up within our entrepreneurial model, with a guaranteed base salary for the first four years and a commission-based mix.

You will partner with clients to understand life goals, deliver expert guidance, and grow the business while pursuing CFP designation and CIRO licensing as needed.

Qualifications

• Bachelor’s degree preferred; 3–5 years in banking with client relationships and tailored investment advice preferred.
• Willingness to obtain CIRO RR licensing if not currently licensed.
• Commitment to CFP designation within the first three years.

Responsibilities

• Partner with clients to understand life and financial objectives and build long-term relationships.
• Leverage data-driven insights to analyze results and refine financial programs.
• Collaborate with the team to achieve objectives while improving client experience.
• Monitor productivity and service delivery; pursue efficiency improvements.
• Stay informed on industry trends to provide cutting-edge financial planning.
• Mentor colleagues and contribute to a collaborative culture.
• Uphold strong risk management and controls aligned with TD values.

Skills

Financial planning passion

Entrepreneurial mindset

Business development

Industry knowledge

Interpersonal skills

Communication skills

Client relationship management

Education

Bachelor’s degree

Job description

TD Bank Group in Canada is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. Build your portfolio from the ground up within our entrepreneurial model, with a guaranteed base salary for the first four years and a commission-based mix.

You will partner with clients to understand life goals, deliver expert guidance, and grow the business while pursuing CFP designation and CIRO licensing as needed.