Financial Planning Expert

2 weeks ago


Hamilton, Ontario, Canada TD Bank Full time

TD Wealth seeks an experienced Financial Planner to join its team in Hamilton, Ontario, Canada.

Estimated Salary: $62,500 - $72,500 CAD per year

About the Role:

The successful candidate will possess a strong passion for financial planning and be driven to help clients reach their financial and life goals. They will have excellent people and problem-solving skills to build and maintain client relationships.

Responsibilities:

  1. Identify and understand clients' financial needs and goals through comprehensive reviews and analysis.
  2. Provide tailored investment solutions and financial advice to meet clients' objectives.
  3. Conduct regular reporting and assessments to ensure programs are effective and efficient.
  4. Collaborate with colleagues to achieve team and department goals while maintaining exceptional customer service.
  5. Stay up-to-date on industry trends, best practices, and regulatory requirements to provide informed guidance to clients.
  6. Develop and implement strategies to grow business development opportunities and expand client relationships.

Requirements:

  • University degree (preferred)
  • 3-5 years of experience in financial services managing client relationships and providing financial advice (preferred)
  • Certified Financial Planner (CFP) designation within 3 years of starting the role
  • CIRO Registered Representative (RR) license and Conduct & Practices Handbook (CPH) completion within the first 90 days
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) certification

We Offer:

  • A dynamic work environment with opportunities for growth and professional development
  • A competitive salary range and potential commissions
  • A supportive team culture that values collaboration and excellence

About TD Bank:

TD Bank is a leading financial institution committed to providing exceptional service and innovative solutions to its clients. We value diversity, equity, and inclusion and strive to create a workplace where everyone feels valued and empowered to succeed.



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