Accounting & Finance

Financial Planner: Client Growth & Strategic Advisory

401 group companies

Eastern Ontario · Ontario · Canada

TD is seeking a Financial Planner in Canada to empower mass affluent clients through holistic financial planning and advice. You will build strong client relationships, deliver expert advice, and drive business growth while upholding risk management and compliance.

You will focus on understanding clients’ financial goals, conducting thorough reviews, and collaborating with a team to provide personalized investment guidance and ongoing support. A CFP path and CIRO licensing are encouraged.

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Reference: WJ-3875_14093992

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