TD Wealth is seeking an experienced professional to join our team as a Financial Planner. As a key member of our Wealth Management team, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.

• Identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise, relationship building, and ongoing services.
• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies, and practices.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity, and assess efficiency and implement continuous improvements.
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
• Acquire and apply expertise, provide mentorship, assistance, and direction to others.
• Maintain a culture of risk management and control, supported by aligned risk appetite.
• Participate fully as a member of the team, support a positive and service-oriented work environment.

• University Degree (preferred)
• 3-5 years within the financial services industry managing client relationships, providing financial advice, and tailored investment solutions (preferred)
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role
• CIRO Registered Representative (RR) license within first 90 days in role
• Complete Wealth Management Essentials (WME) within first 30 months in role
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role

• Passion for financial planning and driven to help clients reach their financial and life goals
• Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high-value sales and business development
• Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
• Excellent people and problem-solving skills that help build and maintain client relationships
• Strong communication skills with the ability to work collaboratively and independently, provide assistance, and build relationships