Financial Planner for Mass Affluent Clients

TD Bank Group; Brantford; On-site; CAD 60,000 - 70,000; Full time

Job summary

TD Bank Group in Brantford, Ontario is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. Build relationships, deliver expert guidance, and drive business growth while pursuing required licenses and CFP designation.

You will analyze client needs, leverage data-driven insights, and collaborate with a team to deliver an outstanding client experience. The role emphasizes risk management and continuous improvement within a supportive culture.

Qualifications

• 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)
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
• CFP Eligibility requirements: University Degree OR up to 10 years of qualifying work experience, 5 years as a QAFP professional in good standing

Responsibilities

• Partnering with clients to understand 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

Investment advice

Regulatory licensing

CFP pursuit

Education

Bachelor’s degree preferred

Job description

TD Bank Group in Brantford, Ontario is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. Build relationships, deliver expert guidance, and drive business growth while pursuing required licenses and CFP designation.

You will analyze client needs, leverage data-driven insights, and collaborate with a team to deliver an outstanding client experience. The role emphasizes risk management and continuous improvement within a supportive culture.