Financial Planner - Wealth Planning & Client Growth

TD; Aylmer; On-site; CAD 63,000 - 77,000; Full time

Job summary

TD Wealth is seeking an experienced Financial Planner to support mass affluent clients with comprehensive planning and advice. You will focus on relationship management, delivering personalized strategies and ongoing service to help clients meet financial goals and objectives.

The role emphasizes collaboration, mentoring teammates, and staying ahead of industry trends. A strong English/French bilingual capability and IPF diploma are required, with licensing advancement available as needed.

Qualifications

• Financial planner diploma from IPF is required before start date.
• Willingness to obtain CIRO Registered Representative licensing if not currently licensed.
• 3 to 5 years of banking experience.
• Bilingual in English and French to serve clients.

Responsibilities

• Identify client life and financial goals and build long-term relationships through financial planning expertise.
• Conduct reporting and analysis to draw conclusions, make recommendations and assess programs and practices.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity and assess efficiency, implementing continuous improvements.
• Stay ahead of best practices and regulatory developments.
• Provide mentorship and guidance to others in the team.
• Maintain a culture of risk management and aligned risk appetite.
• Collaborate as a full team member to support a positive, service-oriented environment.

Skills

Financial planning

Client relationship management

Business development

Sales experience

Communication skills

Problem solving

Team collaboration

Education

IPF Financial Planner Diploma

Job description

TD Wealth is seeking an experienced Financial Planner to support mass affluent clients with comprehensive planning and advice. You will focus on relationship management, delivering personalized strategies and ongoing service to help clients meet financial goals and objectives.

The role emphasizes collaboration, mentoring teammates, and staying ahead of industry trends. A strong English/French bilingual capability and IPF diploma are required, with licensing advancement available as needed.