Wealth Planner for Mass Affluent (Commission)

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

Job summary

TD Wealth is seeking a Financial Planner in Brockville, Ontario, Canada. You will build strong client relationships, provide tailored investment advice, and drive business growth while staying compliant with regulatory requirements.

You will collaborate with a team to deliver high-quality financial planning, use data-driven insights to refine programs, and mentor colleagues as needed. The role offers commission-based earnings and a clear path for CFP progression.

Qualifications

• 3-5 years of banking services experience with client relationship management and tailored investment advice preferably.

Responsibilities

• Partner with clients to understand life and financial objectives and conduct in-depth reviews with ongoing guidance.
• Use data-driven insights to analyze results, develop recommendations, and evaluate programs and practices.

Skills

Client relationship mgmt

Financial planning

Data-driven analysis

Regulatory compliance

Team collaboration

Education

Bachelor's degree

Job description

TD Wealth is seeking a Financial Planner in Brockville, Ontario, Canada. You will build strong client relationships, provide tailored investment advice, and drive business growth while staying compliant with regulatory requirements.

You will collaborate with a team to deliver high-quality financial planning, use data-driven insights to refine programs, and mentor colleagues as needed. The role offers commission-based earnings and a clear path for CFP progression.