Financial Planner for Mass Affluent Clients

td; Wiarton; On-site; CAD 51,000 - 73,000; Part time

Job summary

TD is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice in a part-time capacity. You will build strong client relationships, deliver tailored investment guidance, and drive business growth while maintaining a strong focus on risk management.

You will work toward CIRO licensing and the CFP designation within three years, with CFP eligibility standards including a university degree or equivalent experience.

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 CIRO licensing, if not licensed
• Commitment to CFP designation within the first three years in the role.
• CFP Eligibility: University Degree OR up to 10 years qualifying work experience OR 5 years as a QAFP professional

Responsibilities

• Partner with clients to understand life and financial objectives and conduct in-depth reviews
• Deliver expert financial planning guidance and investment advice
• Drive business growth and strengthen client relationships
• Analyze results with data-driven insights and evaluate program effectiveness
• Collaborate with the team to achieve objectives and improve client experience
• Monitor productivity and service delivery, identify efficiency improvements
• Stay informed on industry trends and best practices
• Mentor colleagues and foster a collaborative environment
• Uphold risk management and control aligned with the organization's risk appetite

Skills

Client relationship management

Financial planning

Investment advice

Regulatory knowledge

Communication

Education

University Degree or equivalent

Job description

TD is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice in a part-time capacity. You will build strong client relationships, deliver tailored investment guidance, and drive business growth while maintaining a strong focus on risk management.

You will work toward CIRO licensing and the CFP designation within three years, with CFP eligibility standards including a university degree or equivalent experience.