Wealth Planner: Grow Your Client Portfolio

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

Benefits offered by this job

Comprehensive benefits

Career development

Job summary

TD Wealth in North York, Ontario, seeks a Financial Planner to empower mass affluent clients through holistic financial planning. You will build a client portfolio within a unique entrepreneurial model, with a base salary guaranteed for the first four years and commission-based earnings to reward growth.

The role focuses on client relationships, data-driven recommendations, and ongoing guidance, with support to obtain CIRO RR licensing and CFP designation within three years.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years of banking experience with client relationships and investment advice (preferred).
• Willingness to obtain CIRO RR licensing if not licensed.
• Commitment to CFP designation within three years of joining.

Responsibilities

• Develop strong client relationships and deliver expert financial advice.
• Analyze results using data-driven insights to improve programs and practices.
• Collaborate with team to meet shared objectives and enhance client experience.
• Monitor productivity and identify opportunities for efficiency improvements.
• Stay informed on industry trends and regulatory requirements.
• Mentor colleagues and contribute to a collaborative culture.
• Uphold risk management and control aligned with TD guidelines.
• Be an engaged, service-oriented team member.

Skills

Entrepreneurial mindset

Client relationships

Interpersonal skills

Financial planning

Education

Bachelor’s degree preferred

Job description

TD Wealth in North York, Ontario, seeks a Financial Planner to empower mass affluent clients through holistic financial planning. You will build a client portfolio within a unique entrepreneurial model, with a base salary guaranteed for the first four years and commission-based earnings to reward growth.

The role focuses on client relationships, data-driven recommendations, and ongoing guidance, with support to obtain CIRO RR licensing and CFP designation within three years.