Financial Planner - Owen Sound & Surrounding Areas

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

Join Our Team as a Financial Planner.Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on mak...

CA$45.00 hourly

Part-time +1

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Description

Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:

Partnering with clients to understand their 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

What We’re Looking For

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), if not currently licensed

Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.

CFP Eligibility requirements: University Degree OR meet one of the following:

Up to 10 years of qualifying work experience

Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

Key Skills That Set You Apart

A genuine passion for financial planning and a drive to help clients realize their financial and life goals

An entrepreneurial mindset with experience in business development, networking, and high-value sales

A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements

Exceptional interpersonal and problem-solving abilities for building lasting client relationships

Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others

If you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us!

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you!