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TD

Financial Planner

TD

Financial Planner at TD Wealth focusing on building client relationships and providing expert advice. Seeking passionate professionals with a drive to help clients achieve their financial ambitions.

Posted 6/19/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSeniorWebsite

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Soft Skills
collaborationcommunicationclient partnershipproductivity monitoringservice delivery
Certifications & Qualifications
Registered Representative (RR)Certified Financial Planner (CFP)
Industry Keywords
banking servicesfinancial objectivesfinancial reviews

About the role

Key responsibilities & impact
  • Partnering with clients to understand their life and financial objectives
  • Conducting in-depth financial reviews
  • Collaborating with your team to achieve shared objectives
  • Monitoring productivity and service delivery

Requirements

What you’ll need
  • Bachelor's degree preferred
  • 3–5 years of experience in banking services
  • Willingness to obtain Registered Representative (RR) licensing
  • Commitment to achieving the Certified Financial Planner (CFP) designation

Benefits

Comp & perks
  • Competitive benefits to ensure a stable and motivating environment
  • Health and well-being benefits
  • Paid time off
  • Career development and reward programs