Wealth Financial Planner — Grow Client Portfolios

The Toronto-Dominion Bank (Canada); Toronto; On-site; CAD 60,000 - 70,000; Full time

Job summary

The Toronto-Dominion Bank is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. You will build your portfolio from the ground up within our entrepreneurial business model, with a guaranteed base salary in the first years and commission-based earnings as you grow.

You will focus on client relationships, delivering expert guidance, and driving business growth while staying current with industry trends and regulatory requirements.

Qualifications

• Bachelor’s degree preferred with 3–5 years of banking client relationship experience.
• Willingness to obtain CIRO Registered Representative licensing.
• Commitment to achieving CFP designation within three years.

Responsibilities

• Partner with clients to assess life goals and financial objectives.
• Perform in-depth financial reviews and provide tailored advice.
• Develop data-driven recommendations and monitor program effectiveness.
• Collaborate with team to enhance client experience and drive growth.
• Mentoring colleagues and upholding risk management culture.

Skills

Financial planning

Client relationships

Entrepreneurial mindset

Communication skills

Education

Bachelor’s degree preferred

Job description

The Toronto-Dominion Bank is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. You will build your portfolio from the ground up within our entrepreneurial business model, with a guaranteed base salary in the first years and commission-based earnings as you grow.

You will focus on client relationships, delivering expert guidance, and driving business growth while staying current with industry trends and regulatory requirements.