Financial Planner: Wealth Advisor for Mass Affluent

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

Benefits offered by this job

Commission-based earnings

Job summary

TD Wealth is seeking a Financial Planner in Orangeville, Ontario to empower mass affluent clients through holistic financial planning. You will build client relationships, provide tailored investment advice, and drive business growth while upholding risk management and strong service standards.

The role focuses on ongoing client support, data-driven analysis, and mentoring teammates to elevate the client experience within a leading financial institution.

Qualifications

• 3–5 years of experience in banking services with client relationships and 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.

Responsibilities

• Partner with clients to understand life and financial objectives, conduct in-depth financial reviews, and foster long-term connections.
• Leverage data-driven insights to analyze results, develop recommendations, and evaluate program effectiveness.
• Collaborate with your team to achieve shared objectives while enhancing client experience and service excellence.
• Monitor productivity and service delivery, identify opportunities for efficiency, and champion improvements.
• Mentor colleagues and contribute to a collaborative, risk-aware culture.

Skills

Financial planning

Client relationships

Sales

Networking

Communication

Education

Bachelor’s degree preferred

Job description

TD Wealth is seeking a Financial Planner in Orangeville, Ontario to empower mass affluent clients through holistic financial planning. You will build client relationships, provide tailored investment advice, and drive business growth while upholding risk management and strong service standards.

The role focuses on ongoing client support, data-driven analysis, and mentoring teammates to elevate the client experience within a leading financial institution.