Help mass affluent clients pursue financial goals as a Financial Planner with TD Wealth in Brampton, using holistic planning and tailored investment advice.
This Financial Planner position offers an entrepreneurial model for building a client portfolio from the ground up. You will manage relationships, conduct financial reviews, analyze data, and develop recommendations. The role also emphasizes business development, networking, high-value sales, and service excellence.
Key Responsibilities:
- Understand clients' life and financial objectives
- Conduct in-depth financial reviews and provide ongoing guidance
- Analyze results and develop financial recommendations
- Build client relationships and grow your portfolio
- Monitor service delivery and champion continuous improvement
Requirements:
- Three to five years' banking services experience preferred
- Experience managing client relationships and providing investment advice
- Bachelor's degree preferred
- Willingness to obtain Registered Representative licensing if needed
- Commitment to earn the Certified Financial Planner designation within three years
Use financial planning, relationship management, and investment advice skills to support TD Wealth clients in Brampton.
Financial Planner TD Wealth Brampton employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
