Holistic Financial Planner for Growth-Minded Clients

Maple Leaf Foods; Hanover; On-site; CAD 70,000 - 110,000; Full time

Job summary

TD is seeking a Financial Planner to empower mass affluent clients through holistic planning and advice. You will build strong client relationships, deliver expert guidance, and contribute to business growth in a dynamic banking environment.

Ideal candidates have 3–5 years of banking experience, are willing to obtain CIRO RR licensing, and are committed to achieving the CFP designation within three years. The role includes ongoing mentoring and adherence to risk management practices.

Qualifications

• 3–5 years of banking client relationship experience.
• Willingness to obtain CIRO licensing as RR.
• Commitment to CFP designation within 3 years.
• CFP eligibility includes a University Degree or equivalent.

Responsibilities

• Partner with clients to understand objectives and conduct financial reviews.
• Deliver tailored investment advice and ongoing support.
• Drive business growth and client retention.
• Mentor colleagues and promote risk management practices.

Skills

Client relationships

Financial planning

Sales/business development

Communication skills

Regulatory knowledge

Education

University Degree

Job description

TD is seeking a Financial Planner to empower mass affluent clients through holistic planning and advice. You will build strong client relationships, deliver expert guidance, and contribute to business growth in a dynamic banking environment.

Ideal candidates have 3–5 years of banking experience, are willing to obtain CIRO RR licensing, and are committed to achieving the CFP designation within three years. The role includes ongoing mentoring and adherence to risk management practices.