Wealth Planner: Commission-Based Growth & Client Impact

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

Job summary

TD is hiring a Financial Planner in Petawawa, Ontario. This role focuses on holistic financial planning and advice for mass affluent clients, building strong client relationships and delivering tailored investment guidance.

You will leverage data-driven insights, collaborate with your team, monitor productivity, and champion continuous improvement while upholding risk controls. Bachelor's degree preferred and CFP designation pursued within three years.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years of banking services experience with client management.
• Willingness to obtain CIRO license if not licensed.
• Commitment to CFP designation within 3 years.

Responsibilities

• Understanding clients' life and financial objectives with reviews.
• Leverage data-driven insights to analyze results and develop recommendations.
• Collaborate with team to achieve objectives and improve client experience.
• Monitor productivity and identify efficiency improvements.
• Mentor colleagues and contribute to risk management culture.

Skills

Financial planning

Client relationships

Business development

Communication skills

Interpersonal skills

Education

Bachelor’s degree preferred

CFP eligibility requirements

Job description

TD is hiring a Financial Planner in Petawawa, Ontario. This role focuses on holistic financial planning and advice for mass affluent clients, building strong client relationships and delivering tailored investment guidance.

You will leverage data-driven insights, collaborate with your team, monitor productivity, and champion continuous improvement while upholding risk controls. Bachelor's degree preferred and CFP designation pursued within three years.