Financial Planner - Grow Client Wealth & Your Career

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

Benefits offered by this job

Commission-based earnings

Growth opportunities

Job summary

A leading financial institution is seeking a Financial Planner in Mount Forest, Ontario. The role is focused on empowering clients through holistic financial planning. Responsibilities include building strong relationships, delivering tailored advice, and mentoring colleagues. The ideal candidate should have a Bachelor's degree, relevant experience in banking services, and a commitment to obtaining CFP designation. This position offers competitive compensation and opportunities for growth.

Qualifications

• 3–5 years of experience in banking services managing client relationships.
• Willingness to obtain Registered Representative (RR) licensing.
• Commitment to achieving CFP designation within three years.

Responsibilities

• Build strong client relationships and deliver expert advice.
• Leverage data-driven insights for financial program effectiveness.
• Collaborate with teams to enhance client experience.

Skills

Financial planning

Relationship management

Business development

Communication skills

Problem-solving

Education

Bachelor’s degree preferred

Certified Financial Planner (CFP) designation

Up to 10 years of qualifying work experience

Job description

A leading financial institution is seeking a Financial Planner in Mount Forest, Ontario. The role is focused on empowering clients through holistic financial planning. Responsibilities include building strong relationships, delivering tailored advice, and mentoring colleagues. The ideal candidate should have a Bachelor's degree, relevant experience in banking services, and a commitment to obtaining CFP designation. This position offers competitive compensation and opportunities for growth.